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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
1707 W Cameron Ave, Suite A, Rockdale, TX 76567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marvin R Clement Cpa | Rockdale | TX | 05/2001 | Present |
| Avantax Investment Services Inc. | Rockdale | TX | 07/2025 | 09/2025 |
| Avantax Advisory Services | Rockdale | TX | 07/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Rockdale | TX | 07/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MARVIN R CLEMENT CPA POSITION: Owner NATURE: Tax planning and preparation for individuals and businesses. Attestation services for businesses. Small business consulting as it pertains to management of the business. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2012 ADDRESS: 1707 W Cameron Ave Suite A, Rockdale TX 76567, United States DESCRIPTION: Manage the operations of the firm which included: Oversee all client services pertaining to tax planning and preparation, attestation services and small business consulting. Employees and independent contractors. Firm quality control.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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