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Suryakant Thakorbhai Desai

Cetera Investment Advisers LLC

Arlington, TX

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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 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-13

Branch Locations

Arlington, TX • 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
Cedar Valley College Lancaster TX 09/1984 01/2023
S.T. Desai, Cpa Desoto TX 09/1988 Present
Avantax Investment Services, Inc. Ovilla TX 02/1990 09/2025
Avantax Insurance Agency, Llc Ovilla TX 08/2019 01/2023
Corpnet Westlake Village CA 04/2020 Present
Avantax Affiliated Insurance Agency Coppell TX 06/2019 09/2025
Cedar Valley College Lancaster TX 08/2010 Present
Cetera Wealth Services, Llc Arlington TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2026 Present
  • 09/1984 → 01/2023
    Cedar Valley College
    Lancaster, TX
  • 09/1988 → Present
    S.T. Desai, Cpa
    Desoto, TX
  • 02/1990 → 09/2025
    Avantax Investment Services, Inc.
    Ovilla, TX
  • 08/2019 → 01/2023
    Avantax Insurance Agency, Llc
    Ovilla, TX
  • 04/2020 → Present
    Corpnet
    Westlake Village, CA
  • 06/2019 → 09/2025
    Avantax Affiliated Insurance Agency
    Coppell, TX
  • 08/2010 → Present
    Cedar Valley College
    Lancaster, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Arlington, TX
  • 02/2026 → Present
    Schaumburg, IL
Previous Registrations
  • 1999-09-03 → 2007-12-31
    Avantax Advisory Services
    Ovilla, TX
Other Businesses

1) SURYAKANT T. DESAI,CPA/CFP POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1988; 1926 Coopers Hawk Drive, Arlington TX 76005, Accounting/Tax Prep 2) CORPNET POSITION: Independent Contractor NATURE: CorpNet is a document filing service - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2020; 31416 Agoura Rd, Ste 118, Westlake Village CA 91361, I will refer my clients to CorpNet in return for a fee I will receive 3) CEDAR VALLEY COLLEGE POSITION: Teacher/Professor/Trainer NATURE: School/College Professor/Teacher/Administrator INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 08/17/2010; 3030 N Dallas Ave, Lancaster TX 75134, Teaching Accounting 4) REGENCY SOUTH TOWNHOUSE POSITION: Other NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015; 1816 Brothers Blvd #4, College Station TX 77845, Landlord 5) CEDAR VALLEY COLLEGE/PROF POSITION: Teacher/Professor/Trainer NATURE: School/College Professor/Teacher/Administrator INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 08/17/2010; 3030 N. Dallas Ave, Lancaster TX 75134, teaching Accounting

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-02-16
  • S63 Uniform Securities Agent State Law Examination
    1990-02-16
Designations
Other Names
  • Suryakant T Desai

View on SEC IAPD

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