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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dividend Capital Securities | Denver | CO | 02/2013 | 04/2017 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 11/2017 | 06/2019 |
| Unemployed | Chicago | IL | 04/2017 | 11/2017 |
| Unemployed | Chicago | IL | 07/2019 | 01/2020 |
| Country Insurance Affiliates | Broomfield | CO | 01/2020 | 03/2022 |
| Country Capital Management Company | Broomfield | CO | 02/2020 | 03/2022 |
| Country Trust Bank | Broomfield | CO | 02/2020 | 03/2022 |
| Avantax Investment Services, Inc. | Dallas | TX | 03/2022 | Present |
| Avantax Advisory Services | Dallas | TX | 03/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dallas | TX | 03/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-27 |
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