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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-04-15 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
3390 Ashbury Road, Dubuque, IA 52002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Rochester | MN | 04/2015 | 10/2020 |
| Rapier Solutions, Inc. | Matthews | NC | 12/2020 | 03/2021 |
| Avantax Planning Partners | Dallas | TX | 03/2021 | Present |
| Avantax Advisory Services | Dallas | TX | 03/2021 | 09/2025 |
| Avantax Investment Services | Dallas | TX | 03/2021 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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