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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 |
|---|---|---|---|---|
| Alliance Wealth Strategies Llc | Giddings | TX | 11/2022 | Present |
| The Nitsche Group | Giddings | TX | 08/2022 | 11/2022 |
| Texas Wendish Heritage Society | Giddings | TX | 01/2021 | 10/2024 |
| Homemaking | Giddings | TX | 05/2018 | 01/2021 |
| Texas A&M University-Athletic Department | College Station | TX | 01/2016 | 05/2018 |
| Avantax Investment Services Inc. | Giddings | TX | 10/2023 | 09/2025 |
| Avantax Advisory Services | Giddings | TX | 10/2023 | 09/2025 |
| Boriack Custom Designs, Llc | Giddings | TX | 11/2021 | Present |
| Boriack Custom Designs, Llc | Giddings | TX | 11/2021 | Present |
| Gersch Wealth Partners, Llc | Giddings | TX | 11/2024 | Present |
| Cetera Wealth Services, Llc | Giddings | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BORIACK CUSTOM DESIGNS, LLC POSITION: Director NATURE: This is my husband's business for retail products and design consulting. I don't get a paycheck from this company and all payments are made to my husband. I am, however, listed on the LLC paperwork as a member. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2021 ADDRESS: 2230 CR 113, Giddings TX 78942, United States DESCRIPTION: Bookkeeping - invoicing, recording payments, tax paperwork, sales tax prep, etc. 2) ALLIANCE WEALTH TEXAS, LLC POSITION: New Accounts Specialist NATURE: Financial Planning and investment company working under Avantax Wealth Management with National FinancialServices offering their products and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2024 ADDRESS: 321 N Main, Giddings TX 78942, United States DESCRIPTION: I complete new account paperwork and follow the new account process to insure completion and funding. I also handleaccount transfers and changes to Broker/Dealer of record. I assist in the follow-up with new account and change ofbroker paperwork for 529s and insurance and annuity paperwork to insure proper processing and completion. Icomplete most money movements through Avantax's cashiering program. I double check forms for compliance andcompletion. I check that all accounts not in good order are corrected and dealt with, update client addresses across allsystems, and process brokerage alerts. I understand that as a non-licensed individual I am prohibited from completinginvestment applications including 529 applications since those are considered investment accounts for customers unlessthe information is on file such as information from a tax return file. 3) GERSCH WEALTH PARTNERS, LLC POSITION: New Accounts Specialist NATURE: Financial Planning and investment company working under Avantax Wealth Management with National FinancialServices offering their products and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2024 ADDRESS: 321 N Main, Giddings TX 78942, United States DESCRIPTION: I complete new account paperwork and follow the new account process to insure completion and funding. I also handleaccount transfers and changes to Broker/Dealer of record. I assist in the follow-up with new account and change ofbroker paperwork for 529s and insurance and annuity paperwork to insure proper processing and completion. Icomplete most money movements through Avantax's cashiering program. I double check forms for compliance andcompletion. I check that all accounts not in good order are corrected and dealt with, update client addresses across allsystems, and process brokerage alerts. I understand that as a non-licensed individual I am prohibited from completinginvestment applications including 529 applications since those are considered investment accounts for customers unlessthe information is on file such as information from a tax return file.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-01 |
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