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Joshua Nathan Yeakel

Cetera Investment Advisers LLC

Weatherford, TX

Dallas, TX

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

Weatherford, TX • United States

3200 Olympus Blvd. Suite 100, Dallas, TX 75019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Dallas TX 03/2008 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Dallas TX 04/2011 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 03/2008 → 09/2025
    Avantax Investment Services, Inc.
    Dallas, TX
  • 04/2011 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Dallas, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2014-05-08 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Weatherford, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-01
S63 Uniform Securities Agent State Law Examination 2008-06-27
  • S65 Uniform Investment Adviser Law Examination
    2014-05-01
  • S63 Uniform Securities Agent State Law Examination
    2008-06-27

View on SEC IAPD

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