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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Kingwood | TX | 10/2015 | 09/2025 |
| Lynn D. Fletcher Pc | Kingwood | TX | 06/2015 | Present |
| Avantax Advisory Services | Kingwood | TX | 02/2018 | 09/2025 |
| Avantax Insurance Agency Llc | Kingwood | TX | 02/2017 | 09/2025 |
| Kingwood Tax Services Llc | Kingwood | TX | 01/2019 | Present |
| Cetera Wealth Services, Llc | Kingwood | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Lynn D. Fletcher PC~1075 Kingwood Dr., #201~Kingwood~TX~77339~Other~Other~6/1/2015~40hrs~40hrs~Assist with daily office duties.| 2) KINGWOOD TAX SERVICES LLC POSITION: Owner NATURE: Tax Preparation Services INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2019 ADDRESS: 2063 Oak Shores Dr., Kingwood TX 77339, United States DESCRIPTION: Tax Preparer, Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-17 |
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