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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 | 2025-10-06 |
| KY | RA | APPROVED | 2025-09-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-05 |
Branch Locations
116 Tradepark Drive, Somerset, KY 42503 • 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 |
|---|---|---|---|---|
| Evans, Harville, Atwell & Company, Cpas, Pllc | Somerset | KY | 12/2014 | 11/2023 |
| Avantax Investment Services, Inc | Somerset | KY | 10/2021 | 09/2025 |
| Avantax Advisory Services | Somerset | KY | 10/2021 | 09/2025 |
| Avantax Planning Partners, Inc | Somerset | KY | 11/2023 | Present |
| Science Hill Church Of The Nazarene | Science Hill | KY | 03/2025 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Somerset | KY | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Somerset | KY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)SCIENCE HILL CHURCH OF THE NAZARENE POSITION: Worship Director NATURE: Science Hill Church of the Nazarene is a religious organization. A church of congregants that belong to the Nazarene denomination of the Christian faith. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2025 ADDRESS: 600 Stanford Street, Science Hill KY 42553, United States DESCRIPTION: I lead the church congregants in worship through music on a weekly basis. I am responsible for assembling a team of singers and musicians, and create a setlist of songs for each service. I also find and introduce new songs to the congregation, and oversee a small budget allocated to the music department by the church. 2)Rental Property; Owner; I own a residential rental property at 4019 Jodis Way Somerset Kentucky 42503. It is a duplex, so I currently have two tenants.; NIR; 0; 07/01/2015; 108 Meadow Point Drive Somerset KY 42503; I manage the rental property. I collect rent, oversee maintenance, andmarket to prospective tenants when necessary. 3)Evans, Harville, Atwell and Co. CPAS PLLC; Staff Accountant; I am employed as a Staff Accountant at the CPA firm. I work under partners on a variety of tax, financials statement, and audit engagements.; IR; 130; 12/15/2014; 116 Tradepark Drive Somerset KY 42503; Under the supervision of partners I prepare financial statements, assist on Audit engagements, and prepare personal, business, and non profit tax returns. Once licensed I will be conducting Financial Planning and Investment Advisory Services. All investments will be completed through Avantax.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-21 |
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