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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-08 |
| MI | 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 | South Lyon | MI | 08/2011 | 09/2025 |
| Jr Income Tax Services, Llc | South Lyon | MI | 01/2010 | Present |
| Avantax Advisory Services | South Lyon | MI | 10/2012 | 09/2025 |
| Ohio National Insurance Company | Montgomery | OH | 04/2015 | Present |
| Avantax Insurance Agency, Llc | South Lyon | OH | 08/2011 | 09/2025 |
| Jr Financial Services, Llc | South Lyon | MI | 01/2010 | Present |
| Cetera Wealth Services, Llc | Brighton | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JR FINANCIAL SERVICES, LLC POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 9636 Dornoch Trail, Brighton MI 48114, United States DESCRIPTION: Run business 2)INVEST WITH A PLAN POSITION: Advisor NATURE: Marketing name for the lead advisor in our firm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2439 North Rockingham St, Arlington VA 22207, United States DESCRIPTION: Help clients with financial services. 3)The Riley Katheryn Foundation; President; Board Position/Officer; NIR; 0; 03/12/2015; PO Box 538 South Lyon MI 48178; I help run the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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