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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-05 |
Branch Locations
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 07/2012 | 03/2023 |
| Avantax Investment Services, Inc | Dallas | TX | 04/2023 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 04/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dallas | TX | 04/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dallas | TX | 04/2023 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-25 |
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