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Linda Jo Groves

Cetera Investment Advisers LLC

Richardson, TX

CRD 2210926

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

872 North Glenville Drive, Richardson, TX 75081 • 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
Ids Financial Services, Inc. Richardson TX 12/1991 Present
Linda J. Groves, Cpa Richardson TX 01/1997 Present
Avantax Investment Services, Inc. Richardson TX 12/1997 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/1991 → Present
    Ids Financial Services, Inc.
    Richardson, TX
  • 01/1997 → Present
    Linda J. Groves, Cpa
    Richardson, TX
  • 12/1997 → 09/2025
    Avantax Investment Services, Inc.
    Richardson, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 1999-03-02 → 2025-09-05
    Avantax Advisory Services
    Richardson, TX
Other Businesses

Linda J. Groves, CPA~'NIR'~872 N Glenville~Richardson~TX~75081~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1998~200hrs~110hrs~Practice Management, Tax preparation, Tax planning/consultation, IRS Liason|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-11-24
  • S63 Uniform Securities Agent State Law Examination
    1992-11-24
Other Names
  • Linda Jo Earle

View on SEC IAPD

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