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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 | 2025-09-06 |
Branch Locations
12120 N North Loop Road, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flint Cpa, Pllc | San Antonio | TX | 10/2017 | Present |
| Avantax Advisory Services | San Antonio | TX | 04/2021 | 09/2025 |
| Ken Flint, P.C | San Antonio | TX | 12/2010 | 10/2017 |
| Avantax Investment Services, Inc. | San Antonio | TX | 07/2021 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | San Antonio | TX | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | San Antonio | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Flint CPA, PLLC; Director; This business provides tax return preparation for individuals and businesses, tax planning services, IRS representation, and IRS Resolution services. Business will also be used to conduct Avantax Business. ; IR; 130; 10/31/2017; 12120 N NORTH LOOP ROAD San Antonio TX 78216; Meet with Clients, Prepare Tax Returns, Review Tax Returns, IRS Representation, Maintain Business, Business will also be used to conduct Avantax Business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
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