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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Bartonville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dallas | TX | 08/1998 | 04/2021 |
| Avantax Advisory Services | Dallas | TX | 02/2005 | 04/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2021 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2021 | 10/2025 |
| Farpointe Wealth Partners; Dba Name For Investment Services | Bartonville | TX | 04/2021 | 10/2025 |
| Farpointe Financial Services Llc | Bartonville | TX | 11/2022 | 10/2025 |
| Tke Properties, Llc | Bartonville | TX | 02/2023 | Present |
| Farpointe Wealth Advisors ; | Bartonville | TX | 03/2023 | 10/2025 |
| First Command Financial Services, Inc | Fort Worth | TX | 11/2025 | Present |
(1) Name of the other business: TKE Properties LLC Whether the business is investment-related: No Address of the other business: 784 Stonewood Blvd. Bartonville, TX 76226 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Feb 01, 2023 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Maintain and lease two rental homes. (2) Name of the other business: Lakeview Point Municipal Utility District of Palo Pinto County Whether the business is investment-related: No Address of the other business: 1600 North Dallas Parkway, Suite 350 Dallas, TX 75248 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Secretary - Board Member The start date of your relationship: Aug 02, 2021 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Approving annual budget for MUD, setting tax rates, approving expenses for MUD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-14 |
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