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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
1170 Corporate Drive W, Ste 204, Arlington, TX 76006 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
450 Independence Pkwy, Ste 100, Plano, TX 75075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Arlington | TX | 02/2020 | 09/2025 |
| Lam, Po & Xu Cpa's | Arlington | TX | 09/2014 | Present |
| Avantax Advisory Services | Arlington | TX | 07/2021 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Arlington | TX | 01/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Arlington | TX | 01/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Arlington | TX | 01/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Arlington | TX | 09/2025 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 07/2026 |
| Jwlzs Llc | Allen | TX | 11/2025 | Present |
| Lpl Financial, Llc | Arlington | TX | 07/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2026 | Present |
1.07/17/2026; Paxel Consulting LLC; Tax Prep/Accounting/CPA; Investment Related; Arlington,TX; Start Date 01/01/2018; 160hrs/mth; 130hrs during trading 2.07/17/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paxel financial Consulting; Investment Related; at Reported Business Location(s); Start Date 07/07/2026; 160hrs/mth; 160hrs during trading 3.07/17/2026; Independence 1190 LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 0hrs/mth; 0hrs during trading 4.07/17/2026; PERSONAL RENTAL BUSINESS; Real Estate Rental; Investment Related; Allen,TX; Start Date 03/27/2018; 4hrs/mth; 0hrs during trading 5.07/17/2026; TONTIN L.P.; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 03/01/2020; 0hrs/mth; 0hrs during trading 6.07/17/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paxel Financial Consulting, LLC; Investment Related; at Reported Business Location(s); Start Date 03/01/2020; 160hrs/mth; 5hrs during trading 7.07/17/2026; JWLZS LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 0hrs/mth; 0hrs during trading 8.07/17/2026; Lam, Po & Xu CPA's; Business Owner; Investment Related; Arlington,TX; Start Date 09/29/2014; 0hrs/mth; 0hrs during trading 9.08/25/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/30/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-10 |
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