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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Dallas | TX | 08/2010 | 11/2016 |
| Oneamerica Securities | Dallas | TX | 08/2010 | 11/2016 |
| 1St Global Capital Corp | Dallas | TX | 01/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Dallas | TX | 01/2017 | 10/2019 |
| Avantax Insurance Services, Inc. | Dallas | TX | 01/2017 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 09/2025 |
| Avantax Planning Partners, Inc | Dallas | TX | 01/2023 | 04/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | 04/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | 04/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 04/2026 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 04/2026 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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