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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_RES | 2025-09-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Alexandria | VA | 01/2021 | 09/2025 |
| Avantax Advisory Services | Alexandria | VA | 01/2021 | 09/2025 |
| Alcorn & Cureton, Ltd. | Alexandria | VA | 02/2019 | Present |
| Defense Finance & Actg Serv | Alexandria | VA | 03/1990 | 02/2019 |
| Patrick Nix | Annandale | VA | 12/2008 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Patrick Nix~'NIR'~4223 Sleepy Hollow Rd~Annandale~VA~22003~Accounting Services/Tax Preparation~Owner~12/1/2008~5hrs~0hrs~I meet with clients, collect the information needed to prepare the taxes, advise them on business operations/entity organization to reduce tax liability, prepare their taxes, and assist them with dealing with the taxing authorities.|Patrick Nix, John Gannon, & Robert & Hsing Hsing Murrell~'NIR'~21926 Windy Oaks Sq~Ashburn~VA~22148~Rental Property~Owner~12/1/2005~1hrs~0hrs~Oversee the management of the rental property. Screen and lease property to approved tenants, collect rents, make/authorize repairs.|Patrick Nix, John Gannon, & Robert & Hing Hsing Murrell~'NIR'~21927 Windy Oaks Sq~Ashburn~VA~22148~Rental Property~Owner~12/1/2005~1hrs~0hrs~Oversee the management of the rental property. Screen and lease property to approved tenants, collect rents, make/authorize repairs.|Alcorn & Cureton, Ltd.~'IR'~4604-B Pinecrest Office Park Drive~Alexandria~VA~22312~Accounting Services/Tax Preparation~Employee~2/16/2019~160hrs~130hrs~i assist in preparing the activities identified in 1.2.8 and reviewing the work preformed by my peers to ensure the quality of the services we provide to clients. My top 5 duties are meeting with clients, gathering information/documents needed to prepare clients taxes, preparing taxes, researching tax laws, providing clients advice on how to reduce their tax liability.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-13 |
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