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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. James Lutheran Church | Myrtle Point | OR | 05/2003 | 02/2022 |
| Avantax Investment Services, Inc. | Myrtle Point | OR | 05/2008 | 09/2025 |
| Floyd Ingram Charitable Foundation, Inc. | Myrtle Point | OR | 12/2008 | Present |
| Avantax Advisory Services | Myrtle Point | OR | 06/2012 | 09/2025 |
| Generations Tax & Wealth Management Llc | Myrtle Point | OR | 10/2015 | Present |
| Cetera Wealth Services, Llc | North Bend | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Coos Bay School Community Foundation~'NIR'~PO Box 1372~Coos Bay~OR~97420~Club/Association Director/Officer~Treasurer/Comptroller~1/28/2013~4hrs~1hrs~General bookkeeping & accounting, provide financial reports to the board, prepare & file tax returns 2) Generations Tax & Wealth Management, LLC~'NIR'~531 Spruce Street~Myrtle Point~OR~97458~Tax Preparation/Accounting~Partner/General Partner~10/21/2015~173hrs~97hrs~Preparation of tax returns, bookkeeping, and payroll services 3) Floyd Ingram Charitable Foundation, Inc.~'NIR'~531 Spruce Street~Myrtle Point~OR~97458~Other~Secretary~10/1/2008~10hrs~4hrs~I am the secretary for the company. I provide general support as well as tax preparation, bookkeeping and payroll activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-28 |
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