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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services Inc. | Beaumont | TX | 09/2024 | 09/2025 |
| Avantax Advisory Services | Beaumont | TX | 09/2024 | 09/2025 |
| Pollans & Cohen, P.C. | Beaumont | TX | 12/2001 | Present |
| Michelangelo Investments Ltd | Beaumont | TX | 06/2018 | 01/2023 |
| Uribe Family Properties, Llc | Beaumont | TX | 10/2016 | Present |
| Splinter Investing Company Llc | Beaumont | TX | 06/2018 | Present |
| Veritas Classical Academy | Beaumont | TX | 08/2017 | Present |
| Child Abuse & Beyond Inc. | Beaumont | TX | 05/1996 | Present |
| Pollans & Cohen, P.C. | Beaumont | TX | 12/2001 | Present |
| Ezequiel's Trucking & Hauling Llc | Beaumont | TX | 01/2012 | Present |
| Uribe Family Properties, Llc | Beaumont | TX | 10/2016 | Present |
| Veritas Classical Academy | Beaumont | TX | 08/2017 | Present |
| Splinter Investing Company Llc | Beaumont | TX | 06/2018 | Present |
| Michelangelo Investments Ltd | Beaumont | TX | 06/2018 | Present |
| Magnolia Cemetery Company | Beaumont | TX | 01/2020 | Present |
| Friends Of The Raw Outdoors Of Greater Setx | Beaumont | TX | 01/2020 | Present |
| Sea Rim Striders | Beaumont | TX | 11/2020 | Present |
| Storybook Rescues Inc | Cat Spring | TX | 12/2020 | Present |
| Guadalupe Peak Wealth Management Llc | Beaumont | TX | 05/2024 | Present |
| St. Jude Thaddeus Catholic Church | Beaumont | TX | 09/2024 | Present |
| Cetera Wealth Services, Llc | Beaumont | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CHILD ABUSE & BEYOND INC; Treasurer; This is an organization designed to educate medical personnel and the community concerning the role of forensic nursing; NIR; HRS 3; HRS 3; 05/21/1996; 810 Hospital Drive #190, Beaumont TX 77701; Bookkeeping, payroll processing, tax return preparation 2) MICHELANGELO INVESTMENTS LTD; LP; LP holding the non-participating owners interest in Pour Brothers Brewery; NIR; HRS 0; HRS 0; 06/26/2018; 3450 Eastex Fwy, Beaumont TX 77703; Pour Brothers is no longer active so this entity is no longer active. I have no duties because I am a limited partner which means I am an investor and not a day-to-day manager. 3) SPLINTER INVESTING COMPANY LLC; Manager; owns the building in which my accounting practice (Pollans & Cohen, P.C.) resides; IR; HRS 1; HRS 1; 06/25/2018; 3450 Eastex Fwy, Beaumont TX 77703; Bookkeeping, Maintaining the building, Tax Preparation 4) FRIENDS OF THE RAW OUTDOORS OF GREATER SETX; Director; Organizes youth events, Provide an opportunity for youth to develop leadership skills; NIR; HRS 1; HRS 0; 01/14/2020; 3450 Eastex Fwy, Beaumont TX 77703; Attend meetings, Bookkeeping, Tax preparation 5) SEA RIM STRIDERS; Treasurer; Assist with local races, Put on the local Turkey Trot for the community, Conduct the summer run series; NIR; HRS 2; HRS 2; 11/11/2020; PO Box 12684, Beaumont TX 77726; Bookkeeping, tax return preparation, and information return preparation if applicable. 6) GUADALUPE PEAK WEALTH MANAGEMENT LLC; Managing Member; Not active as of yet will run our Avantax business under once licensed; IR; HRS 0; HRS 0; 05/09/2024; 3450 Eastex Fwy, Beaumont TX 77703; Currently inactive 7) POLLANS & COHEN, P.C.; President; Full service CPA firm, including audit and attest work, tax preparation, tax planning, payroll processing, payroll reports preparation, assistance with QuickBooks, bookkeeping; NIR; HRS 176; HRS 110; 12/04/2001; 3450 Eastex Fwy, Beaumont TX 77703; Perform audit & attest work, Prepare tax returns, tax planning, Bookkeeping Services; Payroll 8) EZEQUIEL'S TRUCKING & HAULING LLC; Bookkeeping Assistant; Hauling dirt for companies, individuals, rocks for companies and individuals; NIR; HRS 5; HRS 0; 01/18/2012; 2370 Wescalder Rd, Beaumont TX 77707; Assist with bookkeeping, including payroll, deposits, creating invoices 9) MAGNOLIA CEMETERY COMPANY; Treasurer; Magnolia cemetery is a non-profit Perpetual Care Cemetery serving Southeast Texas; NIR; HRS 10; HRS 10; 01/01/2020; 785 Spruce Street, Beaumont TX 77703; Assist with bookkeeping, tax return preparation, information return preparation, assistance with the Texas Department of Banking, Make deposits 10) ST. JUDE THADDEUS CATHOLIC CHURCH; Member of finance committee; Provide Church services; NIR; HRS 1; HRS 1; 09/18/2024; 6285 Gladys Ave, Beaumont TX 77706; Attend quarterly meetings; Review financial information provided by the church 11) STORYBOOK RESCUES INC; Treasurer; placement of stray animals, take in animals that are abandoned, feed and care for the animals in their custody; NIR; HRS 2; HRS 2; 12/16/2020; 2001 Cat Spring Road, Cat Spring TX 78933; Bookkeeping, Tax Return preparation, Preparation of information returns 12) URIBE FAMILY PROPERTIES, LLC; Member; Land rented out to customers for parking, includes a mechanic shop also rented out; IR; HRS 2; HRS 0; 10/06/2016; 2370 Wescalder Rd, Beaumont TX 77707; Collect rent, pay expenses, maintain books and records, tax compliance 13) VERITAS CLASSICAL ACADEMY; Business Manager; Private Christian School, One campus has grades PK3-4th grade, One campus has grades 5th-12th grade, Offers sports and other extracurricular events to students; NIR; HRS 10; HRS 0; 08/01/2017; 530 North Main, Beaumont TX 77701; Bookkeeping role including keeping track of tuition and other school activities. I file payroll tax reports and income tax returns as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
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