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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-05 |
Branch Locations
340 E Warm Springs Rd Suite 110, Las Vegas, NV 89119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Accounting Services, Llc | Las Vegas | NV | 10/2007 | Present |
| Avantax Investment Services Inc. | Las Vegas | NV | 06/2025 | 09/2025 |
| Avantax Advisory Services | Las Vegas | NV | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Las Vegas | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LEE ACCOUNTING SERVICES, LLC POSITION: Managing Member NATURE: I offer tax preparation (individual and business) , accounting, payroll , tax consulting, and commercial registered agent services through this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/10/2007 ADDRESS: 340 E. Warm Springs Rd, #110, Las Vegas NV 89119, United States DESCRIPTION: I am the owner of this business. I am manage this business as well as perform majority of the accounting and tax preparation services to my clients such as tax preparation, bookkeeping and payroll services and also provide registered agent services in Nevada
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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