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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Midland | TX | 03/2011 | 09/2025 |
| Avantax Advisory Services | Midland | TX | 03/2011 | 09/2025 |
| Avantax Insurance Agency Llc | Midland | TX | 03/2011 | 09/2025 |
| Greenwood Independent School District | Midland | TX | 11/2008 | 11/2022 |
| Donald Ruppaner, Cpa | Midland | TX | 02/2011 | 03/2019 |
| Cetera Wealth Services, Llc | Midland | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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