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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. | Colleyville | TX | 07/1992 | 09/2025 |
| David E Allred Cpa Pc | Colleyville | TX | 01/2001 | 12/2017 |
| David E. Allred, Cpa, Pc - Wealth Management | Colleyville | TX | 01/2001 | Present |
| Avantax Insurance Agency, Llc | Colleyville | TX | 09/1996 | 09/2025 |
| Avantax Advisory Services | Colleyville | TX | 01/2000 | 09/2025 |
| Avantax Insurance Services | Colleyville | TX | 09/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Colleyville | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) David E Allred Insurance~'NIR'~5005 Colleyville Blvd, Suite 220~Colleyville~TX~76034~Independent Insurance Agent~Owner/Sole Proprietor~1/1/1995~1hrs~0hrs~Sale of insurance products 2) David E. Allred, CPA, PC - Wealth Management~'NIR'~5005 Colleyville Blvd, Suite 220~Colleyville~TX~76034~Accounting Services/Tax Preparation~Other~1/1/2001~100hrs~60hrs~Prepare Tax Returns, financial statements, tax and accounting advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-10 |
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