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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-13 |
Branch Locations
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
Branch Locations
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darnall, Sikes & Frederick | Lafayette | LA | 02/2007 | Present |
| Avantax Investment Services, Inc. | Lafayette | LA | 11/2019 | 09/2025 |
| Avantax Advisory Services | Lafayette | LA | 11/2019 | 09/2025 |
| Darnall, Sikes And Frederick, Cpas | Lafayette | LA | 02/2007 | Present |
| Cetera Wealth Services, Llc | Lafayette | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 03/2026 | Present |
1) DARNALL SIKES WEALTH PARTNERS, LLC POSITION: Referring Financial Advisor NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2019 ADDRESS: 2000 KALISTE SALOOM RD STE. 300, LAFAYETTE LA 70508, United States DESCRIPTION: Helping clients reaching financial goals by referring clients to a full financial advisor 2) DARNALL, SIKES AND FREDERICK, CPAS POSITION: Income Partner NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 02/21/2007 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Tax Return Preparation, Accounting services, Business Consulting, Managing Staff, Billing Clients/Collections
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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