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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
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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 01/2015 | 09/2021 |
| Bbva Securities Inc. | Harlingen | TX | 02/2015 | 09/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2015 | 09/2021 |
| Texas Tuxedo Rental | Mcallen | TX | 03/2018 | 10/2018 |
| Pnc Managed Account Solutions, Inc. | Raymondville | TX | 12/2016 | 09/2021 |
| Avantax Investment Services, Inc. | Edinburg | TX | 09/2021 | 09/2025 |
| Avantax Insurance Agency, Llc | Edinburg | TX | 09/2021 | 09/2025 |
| Avantax Advisory Services | Edinburg | TX | 09/2021 | 09/2025 |
| Lrs Investment Services Llc | Edinburg | TX | 09/2021 | Present |
| L/S Financial Advisors Llc | Edinburg | TX | 03/2025 | Present |
| Cetera Wealth Services, Llc | Edinburg | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LRS INVESTMENT SERVICES LLC POSITION: Owner NATURE: LRS Investment Services is the company I set up when I became an Independent Advisor with AVANTAX INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2021 ADDRESS: 1004 Royal Street, Edinburg TX 78539, United States DESCRIPTION: Under LRS Investment services I will assist client with Investment advise. Offer financial products and services under the Avantax platform. 2) LRS PROPERTY RENTAL LLC POSITION: Owner NATURE: Apartment Rentals / Land Lord. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 1004 Royal Street, Edinburg TX 78539, United States DESCRIPTION: Owner of the apartments. I will be renting them and collecting rents on a monthly basis. 3) L/S FINANCIAL ADVISORS LLC POSITION: Owner / Partner NATURE: Sell of investment products offered through Avantax Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 03/20/2025 ADDRESS: 5309 S Mccoll Rd, Edinburg TX 78539, United States DESCRIPTION: Meet with clients. Client phone calls. Determine products based on clients needs and goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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