Rebecca Margaret Martin

Current Employers

Employment History

• 01/2019 → 12/2019
  Averett Financial
  Ft. Worth, TX
• 04/2019 → 09/2025
  Avantax Investment Services, Inc.
  Hurst, TX
• 04/2009 → 01/2019
  Unemployed
  Ft. Worth, TX
• 01/2020 → Present
  Rebecca M. Martin, Llc
  Benbrook, TX
• 01/2021 → 06/2021
  Intuit - Turbotax Live
  Plano, TX
• 01/2020 → Present
  Rebecca M. Martin, Llc
  Hurst, TX
• 12/2021 → 08/2022
  Intuit - Turbotax Live
  Plano, TX
• 01/2023 → 05/2023
  Intuit - Turbotax Live
  Plano, TX
• 11/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Hurst, TX
• 06/2025 → Present
  Texas Society Of Enrolled Agents - Dfw Chapter
  Hurst, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Benbrook, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-10 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Benbrook, TX
  Hurst, TX
  Hurst, TX

Other Businesses

1) REBECCA M. MARTIN, LLC POSITION: Manager NATURE: Accounting services, Bookkeeping services, Tax services, Entity Formation services using a third-party legal document filing service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 911 Keller Ave, Benbrook TX 76126, I will be handling all activities related to the business. 2) REBECCA M. MARTIN, LLC ASSUMED NAMES: 1. WINDHAM ROAD FINANCIAL 2. WINDHAM ROAD POSITION: Manager NATURE: Accounting services, Bookkeeping services, Tax services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 1845 Precinct Line Rd, Ste 104, Hurst TX 76054, United States DESCRIPTION: I will be handling all activities related to the business. 3) TEXAS SOCIETY OF ENROLLED AGENTS - DFW CHAPTER POSITION: 2nd Vice President NATURE: The purpose of the DFW Chapter of the Texas Society of Enrolled Agents is the same as the purpose for the Texas Society of Enrolled Agents - to foster advocacy and government relation activities on Capital Hill, educate its membership and promote the EA designation as a profession. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/07/2023 ADDRESS: 610 S Industrial Blvd, Ste 140, Euless TX 76040, United States DESCRIPTION: As 2nd Vice President, I coordinate a location for our meetings and the meal to be served if any. We mostly meet at the Texas Star Golf Course in Euless, Texas. I previously was Treasurer. I will remain on the chapter's bank account to pay any bills of the chapter in place of the new Treasurer if needed. I will assume the role of 1st Vice President or President if they should no longer be able to serve in their role. DESCRIPTION: sell insurance through Avantax 4) TEXAS SOCIETY OF ENROLLED AGENTS - DFW CHAPTER POSITION: President NATURE: The purpose of the DFW Chapter of the Texas Society of Enrolled Agents is the same as the purpose for the Texas Society of Enrolled Agents - to foster advocacy and government relation activities on Capital Hill, educate its membership and promote the EA designation as a profession. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/27/2025 ADDRESS: 1845 Precinct Line Rd Ste 104, Hurst TX 76054, United States DESCRIPTION: As President, I am the Chief Executive Officer of the Chapter and preside at all meetings of the membership and the board. I determine if any special committees need to be formed and assist in the appointment of such committee personnel. I am not currently on the chapter's bank accounts. I am the chief spokesperson for the chapter of official statements of policy.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29

Other Names

• Rebecca Margaret Dutch