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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2016 | 07/2017 |
| Bank Of America, N.A. | Chandler | AZ | 04/2016 | 07/2017 |
| Northern Trust | Tempe | AZ | 07/2017 | 12/2017 |
| United Planners Financial Serives | Scottsdale | AZ | 12/2017 | 01/2020 |
| Matson Money, Inc. | Scottsdale | AZ | 01/2020 | 07/2021 |
| Avantax Investment Services Inc | Dallas | TX | 07/2021 | 09/2025 |
| Community Bridges, Inc. (Cbi) | Tucson | AZ | 05/2022 | Present |
| Avantax Advisory Services | Dallas | TX | 07/2021 | 09/2025 |
| Cetera Investment Services Llc | St 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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