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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
| TX | 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 |
|---|---|---|---|---|
| 1St Global Capital Corp | Dallas | TX | 06/2015 | 10/2019 |
| 1St Global Advisors, Inc | Dallas | TX | 06/2015 | 10/2019 |
| 1St Global Insurance Service, Inc | Dallas | TX | 06/2015 | 10/2019 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 03/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | 10/2021 |
| Avantax Investment Services | Dallas | TX | 10/2021 | Present |
| Avantax Advisory Service | Dallas | TX | 10/2021 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dallas | TX | 10/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-14 |
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