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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 | 2025-09-05 |
Branch Locations
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| National Financial Services | Westlake | TX | 06/2018 | 11/2019 |
| Unemployed | Mansfield | TX | 08/2017 | 06/2018 |
| Ymca | Austin | TX | 08/2016 | 08/2017 |
| University Of Texas, Austin | Austin | TX | 08/2013 | 08/2017 |
| Avantax Invesment Services, Inc. | Dallas | TX | 11/2019 | 08/2021 |
| Avantax Advisory Services | Dallas | TX | 07/2020 | 08/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2021 | 02/2022 |
| Avantax | Dallas | TX | 11/2019 | 08/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 03/2022 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 03/2022 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | 10/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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