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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Hamilton | TX | 11/1989 | 09/2025 |
| Avantax Advisory Services | Hamilton | TX | 11/1990 | 09/2025 |
| Ramon L. Haile | Hamilton | TX | 05/2012 | Present |
| Ramon L. Haile | Hamilton | TX | 07/1992 | 08/2019 |
| Avantax Insurance Ageny Llc | Hamilton | TX | 05/2012 | 09/2025 |
| Ramon L Haile Llc | Hamilton | TX | 01/2018 | Present |
| Ramon L Haile Rental | Hamilton | TX | 01/2018 | Present |
| Cetera Wealth Services, Llc | Hamilton | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Will Hale LLC; salesman; Sale stocks,bonds,mutual funds, and etc. as registered rep and sub rep of Will Hale LLC.; IR; 130; 07/01/2021; 733 N. Rice Hamilton TX 76531; Sale stocks,bonds,mutual funds, and etc. as registered rep and sub rep of Will Hale LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-14 |
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