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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hard 8 Barbecue | Roanoke | TX | 05/2017 | 08/2017 |
| Veritude | Westlake | TX | 06/2018 | 08/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2019 | 07/2022 |
| Texas Tech University | Lubbock | TX | 05/2015 | 05/2017 |
| Texas Tech University | Lubbock | TX | 08/2017 | 06/2018 |
| Texas Tech University | Lubbock | TX | 08/2018 | 05/2019 |
| Avantax Investment Services, Inc. | Dallas | TX | 08/2022 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 08/2022 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Pmch Wealth Advisors | Casper | WY | 10/2025 | Present |
| Porter, Muirhead, Cornia & Howard | Casper | WY | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: PMCH WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT SOLUTIONS FOR OUR CLIENTS; 2. NAME OF OTHER BUSINESS: PORTER, MUIRHEAD, CORNIA & HOWARD INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CPA FIRM FOR WHICH PMCH WEALTH ADVISORS OPERATES UNDER START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
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