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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tugman & Cox, Pc | Burkburnett | TX | 11/2014 | Present |
| Avantax Investment Services, Inc. | Burkburnett | TX | 10/2015 | 09/2025 |
| Avantax Insurance Agency, Llc | Burkburnett | TX | 04/2017 | 09/2025 |
| Avantax Advisory Services | Burkburnett | TX | 02/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Burkburnett | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Tugman & Cox PC~'NIR'~308 S Ave D~Burkburnett~TX~76354~Tax Preparation/Accounting~Accountant/Bookkeeper~11/1/2014~120hrs~80hrs~Accounting, bookkeeping, tax preparation and payroll|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-16 |
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