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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. | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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