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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T&J Tax, Llc Dba H&R Block | Lawton | OK | 05/2010 | Present |
| Park Avenue Securities | Lawton | OK | 06/2015 | 10/2017 |
| Guardian Life Ins | Lawton | OK | 06/2015 | 10/2017 |
| Ares State Armory, Llc | Lawton | OK | 10/2016 | 07/2024 |
| Avantax Investment Services, Inc. | Lawton | OK | 10/2017 | 09/2025 |
| Avantax Insurance Agency, Llc | Lawton | OK | 10/2017 | 09/2025 |
| Avantax Advisory Services | Lawton | OK | 10/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Lawton | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) T & J Tax LLC~808 West Gore Blvd~Lawton~OK~73501~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/2010~120hrs~60hrs~Provide tax accounting services for clients oversee daily operations| 2) NAME OF OTHER BUSINESS: T&J TAX, LLC DBA H&R BLOCK; INVESTMENT RELATED: NO; ADDRESS: 602 NW SHERIDAN RD LAWTON, OK 73505; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 05/2010 ; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER AND FRANCHISEE; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: OPERATING MULTIPLE RETAIL TAX PREPARATION OFFICES UNDER A FRANCHISE LICENSE AGREEMENT, MANAGEMENT AND OVERSIGHT OF BUSINESS OPERATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-31 |
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