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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dallas | TX | 09/2007 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 06/2012 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 10/2008 | 09/2025 |
| Five Star Advisor Partners, Llc | Richardson | TX | 03/2023 | Present |
| Cetera Wealth Services, Llc | Richardson | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FIVE STAR ADVISOR PARTNERS, LLC POSITION: Director of Tax & Accounting NATURE: LLC created for Avantax business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/27/2023 ADDRESS: 100 North Central Expressway, Suite 1205, Richardson TX 75080, United States DESCRIPTION: LLC created for Avantax business 2) JOSEPH HANCOCK TAX AND FINANCIAL SERVICE POSITION: Director of Tax & Accounting, Enrolled Agent NATURE: Joseph Hancock Tax and Financial Service prepares and files tax returns for individuals and businesses INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/27/2023 ADDRESS: 100 North Central Expressway, Suite 1205, Richardson TX 75080, United States DESCRIPTION: I prepare tax returns for filing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-07 |
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