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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-11 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-09 |
| FL | RA | APPROVED | 2024-01-24 |
Branch Locations
Jacksonville, FL • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Lone Tree | CO | 09/2007 | 08/2019 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2007 | 10/2021 |
| Arkadios Capital | Atlanta | GA | 04/2022 | 06/2023 |
| Unemployed | Denver | CO | 11/2021 | 03/2022 |
| Arkadios Wealth Advisors | Atlanta | GA | 12/2022 | 06/2023 |
| Citigroup | Jacksonville | FL | 06/2023 | 10/2023 |
| Avantax Planning Partners | Dallas | TX | 11/2023 | 09/2025 |
| Avantax Investment Services, Inc. | Dallas | TX | 11/2023 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 01/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-11 |
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