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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Richland | MS | 06/2011 | 02/2021 |
| Dennis Meek & Company Pa | Richland | MS | 12/2000 | Present |
| Avantax Advisory Services | Richland | MS | 01/2015 | 02/2021 |
| Woodbury Financial Services Inc | Richland | MS | 02/2021 | 01/2024 |
| Osaic Wealth, Inc. | Richland | MS | 01/2024 | 06/2025 |
| Dennis Meek Dba Meek Tax & Wealth Management | Richland | MS | 06/2025 | Present |
| Avantax Investment Services Inc. | Richland | MS | 06/2025 | 09/2025 |
| Avantax Advisory Services | Richland | MS | 06/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Richland | MS | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Richland | MS | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Hope House of Hospitality; Board member; home-away-from home for people undergoing out-patient cancer treatment; NIR; 1; 1; 06/30/1988; 786 E Northside Dr Jackson MS 39206; Bookkeeping, Payroll Tax Compliance, Annual Tax Filings, Financial Record Maintenance, General Financial Oversight. My role is limited to the accounting and tax aspects of the organization, and I have no involvement in fundraising, program delivery, or financial advising. I do not have authority over programmatic or investment decisions. 2)Dennis Meek & Company, P.A.; Director, president; CPA firm that provided individual and small business tax return preparation, bookkeeping and payroll services, Out-sourced CFO services; NIR; 160; 95; 12/29/2000; 627 Hwy 49 S Richland MS 39218; As the owner of the CPA firm, I am responsible for all of the returns and other work products that result from the firm's work. My duties include hiring and firing employees, obtaining clients, income tax return preparation, providing out-sourced CFO services, etc. 3)North Richland Properties LLC; Manager; LLC that owns the commercial property that the branch office and Dennis Meek & Company, P.A. are located. ; IR; 1; 0; 06/16/2010; 627 Hwy 49 S Richland MS 39218; My duties and responsibilities related to the OBA include maintaining a commercial rental property, including maintaining a bank account and paying the bills associated with the rental property (insurance, taxes, bank note, etc). I am responsible for hiring contractors to make repairs and for the general upkeep of the property. 4)Pelican Bay Volunteer Alliance Inc.; Sec/Treas/Dir; Inactive non-profit that sponsored a career readiness program for men incarcerated at Pelican Bay State Prison in Crescent City, CA. ; NIR; 1; 0; 12/18/2018; 627 Hwy 49 S Richland MS 39218; While the organization remains legally active, it has been functionally inactive since 2022 due to the long-term impacts of the COVID-19 pandemic. Many of the incarcerated individuals who had participated in and helped sustain the program were either released or transferred during and after the pandemic, and as a result, there are no plans to resume operations at this time. 5)Dennis Meek dba Meek Tax & Wealth Management; Owner; This entity will be from where I provide Avantax Wealth Management services. Those services include providing investment guidance, helping to structure solutions to address retirement planning, education funding, estate issues, and income needs, ongoing portfolio oversight, and client education and communication. ; IR; 160; 21; 06/02/2025; 627 Hwy 49 S Richland MS 39218; I provide investment guidance and products to my clients. I assist clients in evaluating their overall financial situation, identifying goals and developing strategies to help them achieve those goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-31 |
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