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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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Dallas | TX | 01/2016 | 09/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 09/2022 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2022 | 01/2025 |
| Morgan Stanley | New York | NY | 11/2019 | 09/2022 |
| Avantax Investment Services, Inc. | Dallas | TX | 01/2025 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 01/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 01/2025 | 09/2025 |
| Iconic Wealth Group | Dallas | TX | 01/2025 | Present |
| Aesthetic Global Fitness Llc | Richardson | TX | 07/2023 | Present |
| Anvatax Insurance Agency/Anvatax Insurance Services | Dallas | TX | 01/2025 | Present |
| Iconic Wealth Group | Dallas | TX | 01/2025 | Present |
| Iconic Wealth Group | Dallas | TX | 01/2025 | Present |
| Cetera Wealth Services, Llc | Richardson | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) AESTHETIC GLOBAL FITNESS LLC POSITION: Managing Member NATURE: Designing and selling fitness clothing. There is no brick and motor connected to this. I am group leader of fitness groups that meet to exercise which I promote my fitness clothing. I don't raise capital for this entity nor would I ever need to. I live a fitness lifestyle, for which I sell clothing as a add on to living a fit lifestyle. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 4425 Red Barn, Richardson TX 75082, United States DESCRIPTION: Group Fitness leader clothes designer marketing manager administrator of purchasing clothes and paying expenses related to ongoing fitness instruction social media manager 2) ICONIC WEALTH GROUP POSITION: Administrator/ assistant NATURE: Income Tax Preparation Services to tax clients. Helping clients file income taxes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2025 ADDRESS: 13155 noel rd suite 900 rm 905, Dallas TX 75240, United States DESCRIPTION: Collect income tax documents to give to tax preparer Joseph Rinaldi Reach out to clients to set meetings order and maintain tax preparation software Set meetings for clients to meet for income tax planning Helping tax preparer Joseph Rinaldi enter tax data to income tax software 3) ICONIC WEALTH GROUP POSITION: Owner NATURE: This is an entity which we provide income tax preparation and Avantax Wealth Management services. We provide income tax preparation and advice, as well as investment guidance and products to our clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2025 ADDRESS: 13155 Noel Rd, Suite 900 Office 905, Dallas TX 75252, United States DESCRIPTION: Provide wealth management advice as well as investment guidance and income tax preparation advice to our clients. Financial Planning Portfolio management Portfolio Analyst Client financial plan review Portfolio review with clients 4) AVANTAX INSURANCE AGENCY/AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: Avantax insurance entity for selling approved insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2025 ADDRESS: 13355 Noel Rd, Suite 900 office 905, Dallas TX 75240, United States DESCRIPTION: Meet with clients to ascertain need for insurance products and provide suitable options to fit those needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-22 |
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