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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
3200 Olympus Blvd. Suite 100, Dallas, TX 75019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | West Hartford | CT | 08/2014 | 10/2016 |
| Unemployed | West Hartford | CT | 10/2016 | 01/2017 |
| Scottrade, Inc. | Hartford | CT | 01/2017 | 03/2018 |
| Nylife Securities Llc | Dallas | TX | 05/2018 | 02/2019 |
| New York Life Insurance Company | Dallas | TX | 04/2018 | 02/2019 |
| Avantax Investment Services, Inc. | Dallas | TX | 02/2019 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 02/2019 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 02/2019 | 11/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Avantax affiliated insurance agency; Agent; Equity Indexed Annuity; IR; 5; 02/11/2019; 3200 Olympus Blvd. Coppell TX 75019; Sale of insurance products through Avantax Insurance Services and/or Avantax Insurance Agency, including EIAs. 2) NAME OF OTHER BUSINESS: JAHANGIR ALI SULTAN; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PUT RENTAL ON AIR BNB AND FURNISHED.COM; 3) NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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