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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-11
TX RA APPROVED 2026-05-11
  • LA RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States

203 S Jefferson St, Abbeville, LA 70510 • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • LA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States

203 S Jefferson St, Abbeville, LA 70510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2011 → Present
    Darnall, Sikes, And Frederick Cpas
    Lafayette, LA
  • 01/2020 → 09/2025
    Avantax Investment Services, Inc
    Lafayette, LA
  • 01/2020 → 09/2025
    Avantax Advisory Services
    Lafayette, LA
  • 12/2024 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Lafayette, LA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Lafayette, LA
  • 09/2025 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Dubuque, IA
Previous Registrations
  • 2020-08-31 → 2025-09-05
    Avantax Advisory Services
    Lafayette, LA
    Dallas, TX
    Abbeville, LA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-31
  • S66 Uniform Combined State Law Examination
    2020-08-31
Designations
Other Names
  • Bobby Darnall

View on SEC IAPD

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