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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

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

Branch Locations

733 N. Rice, Hamilton, TX 76531 • 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
Avantax Investment Services, Inc. Hamilton TX 06/2005 09/2025
Ramon L. Haile, Cpa, Cfp Hamilton TX 01/2002 Present
Will R. Hale, Llc Hamilton TX 01/2018 Present
Avantax Insurance Agency And/Or Avantax Insurance Services Hamilton TX 06/2021 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2005 → 09/2025
    Avantax Investment Services, Inc.
    Hamilton, TX
  • 01/2002 → Present
    Ramon L. Haile, Cpa, Cfp
    Hamilton, TX
  • 01/2018 → Present
    Will R. Hale, Llc
    Hamilton, TX
  • 06/2021 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Hamilton, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-06-10 → 2025-09-05
    Avantax Advisory Services
    Hamilton, TX
Other Businesses

1) Hamilton County Go Texan, INC.~'NIR'~639 Lee Drive~Hamilton~TX~76531~Other~Other~5/19/2014~1hrs~0hrs~Serve on the committee for organizing fundraisers and awarding scholarships 2) Outreach Church of Christ~'NIR'~439 CR 220~Hamilton~TX~76531~Other~Other~4/4/2010~2hrs~0hrs~Preach, teach, and take care of the financial matters. 3) NAME OF OTHER BUSINESS: WILL R HALE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING & CATTLE RANCH; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX & ACCOUNTING SERVICES,. ALSO HOLDS CATTLE RANCHING OPERATION; 4) FAMILY PRACTICE ASSOCIATES OF HAMILTON COUNTY PA POSITION: Accountant NATURE: I serve as the backup check signer for the business in the event the managing officer is not available to do so. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 303 N Brown Street, PO Box 633, Hamilton TX 76531, United States DESCRIPTION: I serve as the backup check signer for the business in the event the managing officer is not available to do so. We also do the bookkeeping for the business as well as the corporate tax return.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-29
  • S66 Uniform Combined State Law Examination
    2005-12-29
Designations

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