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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
16842 Royal Crest Dr., Houston, TX 77058 • United States
Friendswood, TX • United States
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
16842 Royal Crest Dr., Houston, TX 77058 • United States
Friendswood, TX • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
Friendswood, TX • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Houston | TX | 05/2020 | 09/2025 |
| University Of Houston | Houston | TX | 08/2016 | 05/2020 |
| Menard Financial Group | Houston | TX | 05/2019 | 08/2019 |
| Houston Astros | Houston | TX | 03/2018 | 03/2020 |
| Jones Tax And Financial Services Inc. | Houston | TX | 02/2020 | Present |
| Jones Tax And Financial Services Inc. | Houston | TX | 03/2018 | 04/2018 |
| Avantax Advisory Services | Houston | TX | 01/2021 | 09/2025 |
| Jones Tax And Financial Services Inc. | Houston | TX | 02/2020 | Present |
| Avantax Planning Partners, Inc. | Houston | TX | 01/2024 | Present |
| Jones Tax And Financial Services Inc. | Houston | TX | 06/2024 | Present |
| Cetera Wealth Services, Llc | Houston | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JONES TAX AND FINANCIAL SERVICES INC. POSITION: Accounting Services/Tax Preparation NATURE: As a tax and financial service company Jones Tax prepares Tax returns for clients, and bookkeeping advice services. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2020 ADDRESS: 16842 Royal Crest Dr., Houston TX 77058, DESCRIPTION: As a general assistant I help Deborah complete tax returns, answer client calls and schedule meetings for her tax clients. 2) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: Sub Rep, Financial Advisor NATURE: This is a marketing name for financial services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 77521-2221, United States DESCRIPTION: Wealth Management Advisor. Meeting with clients, portfolio management, relationship building, overseeing client services and assistants. 3) JONES TAX AND FINANCIAL SERVICES INC. POSITION: Board Member NATURE: Family owned business. Business board is responsible for overseeing general business direction. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 16842 Royal Crest Drive, Houston TX 77058, United States DESCRIPTION: Attendyearly board of directors review meetings.Review any ongoing contracts, company benefits, practices and procedures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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