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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. | Lubbock | TX | 04/1994 | 09/2025 |
| Avantax Advisory Services | Lubbock | TX | 07/1998 | 09/2025 |
| Ketchersid, Cpa, Pc | Lubbock | TX | 11/2019 | Present |
| Klmh, Llc - Hale County Series | Lubbock | TX | 07/2019 | Present |
| Ketchersid Professional Services Llc | Lubbock | TX | 11/2019 | Present |
| Bsgm, Llp | Lubbock | TX | 11/2019 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Lubbock | TX | 06/1999 | 09/2025 |
| Cetera Wealth Services, Llc | Lubbock | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KLMH, LLC~'NIR'~5325 20th Street~Lubbock~TX~79407~Rental Property Owner/Management Owner/Sole Proprietor~10/4/2017~2hrs~0hrs~Oversight of Rental 2) Ketchersid, CPA, PC~'NIR'~2539 74th Street~Lubbock~TX~79423~Tax Preparation/Accounting Tax Preparation/Accounting~3/11/1992~175hrs~175hrs~Tax Preparation, Bookkeeping, etc. 3) KLMH, LLC - Hale County Series~'NIR'~5325 20th Street~Lubbock~TX~79407~Other~Owner~7/16/2019~10hrs~0hrs~Owner of Farm| 4) KETCHERSID PROFESSIONAL SERVICES LLC POSITION: Member NATURE: Professional Education Instructional Services- Provided by Dana Ketchersid (Spouse) for Ropes ISD, Bobby Ketchersid Contract accounting and tax services for CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 11/01/2019 ADDRESS: 5325 20th Street, Lubbock TX 79407, United States DESCRIPTION: Management 5) HUB CITY CHURCH OF CHRIST POSITION: Elder, member NATURE: Spiritual leadership. Promoting the word of God in community. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 3845 50th Steet, Lubbock TX 79413, United States DESCRIPTION: Promoting the word of God and spiritual needs of our church members when opportunity arise. 6) BSGM, LLP POSITION: Contract - CPA Tax Services NATURE: Tax preparation, CPA contract services. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 115 START DATE: 11/01/2019 ADDRESS: 8215 Nashville Ave, Lubbock TX 79423, United States DESCRIPTION: I have sold my CPA tax clients to BSGM LLP and I am in the process of transitioning to retirement. I still have my Ketchersid CPA, PC firm, therefore my company Ketchersid CPA, PC works as service entity as a contract services firm. I am still an employee of Ketchersid CPA PC and have no ownership in BSGM, LLP
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-10 |
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