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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Brothers Inc. | Raleigh | NC | 07/1993 | Present |
| Avantax Investment Services, Inc. | Cary | NC | 07/1993 | 09/2025 |
| Avantax Advisory Services | Cary | NC | 02/1996 | 09/2025 |
| Avantax Insurance Agency, Llc | Cary | NC | 04/1996 | 09/2025 |
| Ellis Brothers Inc. | Cary | NC | 12/2009 | Present |
| Cetera Wealth Services, Llc | Cary | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Ellis Brothers, Inc.~'IR'~547 Keisler Drive, Suite 102~Cary~NC~27518~Insurance Agent~Owner~12/21/2009~8hrs~4hrs~Running illustrations and completing applications for clients for life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
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