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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-05
VA RA APPROVED 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05
  • VA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2021 → 09/2025
    Avantax Investment Services, Inc
    Alexandria, VA
  • 01/2021 → 09/2025
    Avantax Advisory Services
    Alexandria, VA
  • 02/2019 → Present
    Alcorn & Cureton, Ltd.
    Alexandria, VA
  • 03/1990 → 02/2019
    Defense Finance & Actg Serv
    Alexandria, VA
  • 12/2008 → Present
    Patrick Nix
    Annandale, VA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-01-13 → 2025-09-05
    Avantax Advisory Services
    Alexandria, VA
    Dallas, TX
Other Businesses

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.|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-13
  • S66 Uniform Combined State Law Examination
    2022-01-13
Other Names
  • Patrick J Nix
  • Patrick John Nix

View on SEC IAPD

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