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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
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 |
| TX | 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, And Frederick Cpas | Lafayette | LA | 06/2011 | Present |
| Avantax Investment Services, Inc | Lafayette | LA | 01/2020 | 09/2025 |
| Avantax Advisory Services | Lafayette | LA | 01/2020 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Lafayette | LA | 12/2024 | 09/2025 |
| 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: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2019 ADDRESS: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA 70508, DESCRIPTION: Helping clients reach financial goals by referring clients to a full financial advisor 2) DARNALL, SIKES, AND FREDERICK CPAS POSITION: CPA NATURE: CPA services - tax, audit, valuation INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2011 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, DESCRIPTION: Staff and client management 3) POSITION: Co-Treasurer NATURE: The foundation manages donations to support Our Lady of Fatima school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 2315 Johnston St., Lafayette LA 70503, DESCRIPTION: General accounting advice, tax return preparation, voting on board decisions. 4) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: Owner NATURE: Entity holds real estate utilized by the CPA and Wealth firm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Prepare tax return
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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