Peter Lamar Herb

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-09-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Peter L. Herb Cpa	Houston	TX	07/2013	Present
Avantax Advisory Services	Houston	TX	01/2017	09/2021
Wealthco Financial Group, Llc; Dba For Investments	Houston	TX	01/2018	Present
Avantax Insurance Agency, Llc	Houston	TX	03/2020	09/2021
Cetera Financial Specialists Llc	Schaumburg	IL	09/2021	Present
Cetera Investment Advisers Llc	Schaumburg	IL	09/2021	Present

07/2013 → Present

Peter L. Herb Cpa

Houston, TX
01/2017 → 09/2021

Avantax Advisory Services

Houston, TX
01/2018 → Present

Wealthco Financial Group, Llc; Dba For Investments

Houston, TX
03/2020 → 09/2021

Avantax Insurance Agency, Llc

Houston, TX
09/2021 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
09/2021 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

1) WEALTHCO FINANCIAL GROUP, LLC; HOUSTON, TX; INVESTMENT RELATED; DBA FOR INVESTMENT SERVICES; OWNER; SINCE 01/2018; 120 HRS/MO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-15
S63	Uniform Securities Agent State Law Examination	2012-11-02

Other Firms