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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 | 2025-09-05 |
Branch Locations
1501 East Mockingbird Lane Suite 300, Victoria, TX 77904 • United States
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roloff, Hnatek & Co., Llp | Victoria | TX | 10/2005 | 01/2019 |
| 1St Global Capital Corp. | Victoria | TX | 06/2010 | 10/2019 |
| 1St Global Advisors, Inc. | Victoria | TX | 06/2010 | 10/2019 |
| Christopher Janecek | Victoria | TX | 01/2019 | Present |
| Avantax Investment Services, Inc. | Victoria | TX | 10/2019 | 09/2025 |
| Avantax Advisory Services | Victoria | TX | 10/2019 | 09/2025 |
| Paul B. Holm & Co., Pllc | Victoria | TX | 02/2019 | Present |
| Cetera Wealth Services, Llc | Victoria | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KNEBEL IRREVOCABLE FAMILY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2015 ADDRESS: Ste 300, Victoria TX, DESCRIPTION: Investment advice, tax returns, and other administrative duties. 2) PAUL B. HOLM & CO., PLLC POSITION: Partner NATURE: CPA/Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2019 ADDRESS: 120 South Main, Ste. 305, Victoria TX 77901, DESCRIPTION: Oversee day to day operations such as employees, payroll, insurance and software renewals, general decision making, delegate tax, audit and bookkeeping work. Complete tax & audit work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
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