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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
501 South Carson St. Suite 206, Carson City, NV 89701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | Carson City | NV | 08/2006 | Present |
| Avantax Investment Services, Inc. | Carson City | NV | 05/2007 | 09/2025 |
| Avantax Advisory Services | Carson City | NV | 06/2007 | 09/2025 |
| Personnel Plus | Carson City | NV | 08/2015 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Carson City | NV | 03/2007 | 09/2025 |
| Cetera Wealth Services, Llc | Carson City | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Personnel Plus~'NIR'~413 West 2nd Street~Carson City~NV~89703~Professional Services - Business/Individual~Business/Management Consultant~8/1/2015~160hrs~80hrs~Assist small business owners with HR issues, payroll, benefits and retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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