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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 |
|---|---|---|---|---|
| Rasco & Rasco, P.C. | Burleson | TX | 01/1998 | Present |
| Avantax Insurance Agency, Llc | Burleson | TX | 12/2015 | 09/2025 |
| R & R Endeavors, Llc | Burleson | TX | 11/2018 | Present |
| J & M Squared Llc | Burleson | TX | 07/2017 | Present |
| R & R Premier Consulting, Llc | Burleson | TX | 01/2018 | 12/2022 |
| Cetera Wealth Services, Llc | Burelson | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Avantax Investment Services, Inc. | Burleson | TX | 09/1998 | 09/2025 |
1) BAKER FOUNDATION OF BURLESON INC~'NIR'~117 E ELLISON~BURLESON~TX~76063~Accounting/Bookkeeping (No Tax Preparation)~Director/Officer~10/1/2013~4hrs~1hrs~I am on the board of directors of this non-profit; we give money away to worthy local charities. 2) Rasco Investments~'NIR'~112 SW Thomas, Ste 100~Burleson~TX~76028~Rental Property Owner/Management~Partner/General Partner~2/27/2004~8hrs~4hrs~property management 3) TRITERRA LLC~'NIR'~112 SW THOMAS ST STE 100~BURLESON~TX~76028~Rental Property Owner/Management~Partner/General Partner~5/23/2012~4hrs~2hrs~Research & buying foreclosed residential rent houses 4) Rasco + Rasco, P.C.~'NIR'~112 SW Thomas, Ste 100~Burleson~TX~76028~Tax Preparation/Accounting~Tax Preparation/Accounting~12/1/1997~150hrs~120hrs~CPA 5) R & R ENDEAVORS, LLC~'NIR'~112 SW THOMAS ST STE 100~BURLESON~TX~76028~Rental Property~Owner~11/27/2018~4hrs~3hrs~ANALYZE REAL ESTATE INVESTMENTS AND ACQUIRE PROPERTIES TO PURCHASE. 6) J & M SQUARED LLC~'NIR'~112 SW THOMAS ST~BURLESON~TX~76028~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~7/15/2017~1hrs~0hrs~CPA & part-owner for entity. My sister, b-I-l & wife bought this business for my sister & b-I-l to run & manage it. I'm not involved in the daily mgt. & operations. 7) RASCO CONSULTING, INC. POSITION: Vice President NATURE: Business/Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2005 ADDRESS: 1210 Hudson Dr, Mansfield TX 76028, United States DESCRIPTION: consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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