Dean Philip Shill

Current Employers

Employment History

• 11/2015 → 12/2020
  Goldin, Peiser & Peiser, Llp
  Dallas, TX
• 12/2015 → 10/2019
  1St Global Capital Corp.
  New York, NY
• 12/2015 → 10/2019
  1St Global Advisors, Inc.
  New York, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 01/2021 → Present
  Katapult Wealth Partners Llc
  Plano, TX
• 12/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Plano, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plano, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Plano, TX
  Plano, TX
  Dallas, TX
  Plano, TX
• 2016-04-04 → 2019-10-25
  1St Global Advisors Inc
  New York, NY
  New York, NY
  Dallas, TX

Other Businesses

1) KATAPULT WEALTH PARTNERS LLC POSITION: Financial Advisor NATURE: Financial Services Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 5465 Legacy Drive, Suite 650, Plano TX 75024, United States DESCRIPTION: Assist in the day to day operations related to the business of the wealth management entity 2) DALLAS HEBREW FREE LOAN ASSOCIATION POSITION: Board Member NATURE: The Dallas Hebrew Free Loan Association (DHFLA) is a nonprofit organization that provides interest-free loans to members of the Greater North Texas Jewish community. Established in 1935, DHFLA offers financial assistance for various needs, including: Higher Education: Loans up to $4,000 per semester for undergraduate and graduate studies. Healthcare: Loans up to $10,000 to cover medical procedures, therapies, and treatments. Small Business Support: Loans up to $20,000 to help sustain and grow small businesses. Adoption and Fertility Treatments: Loans up to $20,000 to assist with related expenses. Jewish Experiences: Loans up to $3,500 for activities that deepen Jewish identity, such as camps, travel, and educational programs. Emergency Needs: Loans up to $1,500 for unforeseen expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: P.O. Box 671235, Dallas TX 75367, United States DESCRIPTION: Attend Board Meetings Attend Board Orientation Raise between $800-$900 as a board member annually (for charity) Encouraged to Attend Loan Interviews I will not solicit any investment clients or potential investment clients, and I will not directly receive donations for the cause, and the collection of donations would be handed by someone else.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-04

Designations