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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luallen, Cearlock Barth & Burnam, Ltd. | Vandalia | IL | 06/1985 | Present |
| Avantax Investment Services, Inc. | Vandalia | IL | 05/1994 | 09/2025 |
| Avantax Advisory Services | Vandalia | IL | 07/1995 | 09/2025 |
| Avantax Insurance Agency, Llc | Vandalia | IL | 01/2016 | 09/2025 |
| Estate Of Evelyn Louise Adcock | Vandalia | IL | 09/2018 | 12/2021 |
| Joseph Cearlock | Vandalia | IL | 01/2005 | Present |
| Lcb Cpas & Advisors, Ltd | Vandalia | IL | 06/1985 | Present |
| Cetera Wealth Services, Llc | Vandalia | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Joseph Cearlock~'NIR'~1007 North Eighth St~Vandalia~IL~62471~Rental Property~Owner~1/20/2005~1hrs~0hrs~LANDLORD 2) LCB CPAs & Advisors, Ltd~'NIR'~1007 N 8TH ST~VANDALIA~IL~62471~Accounting Services/Tax Preparation~Owner~6/21/1985~80hrs~65hrs~CPA/ACCOUNTING/TAX PREPARATION 3) LCB WEALTH MANAGEMENT LLC POSITION: MEMBER/PARTNER NATURE: This is a partnership with Mark Burnam and Beth Hawk-we will be working under this name in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1007 North Eighth Street, Vandalia IL 62471, United States DESCRIPTION: We are all Avantax Investment advisors. Mark and Beth are sub-advisors of mine. We will be working under this name in the future. 4) THE WAY CHURCH OF FAYETTE COUNTY POSITION: Vice President/Elder NATURE: To assist the Pastor/President with the business and leadership needs of the church. Will be a voting member of church board of directors/elders. Do not have signature authority on any church bank or investment account. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 427 W ORCHARD ST, Suite G, P O Box 37, Vandalia IL 62471, United States DESCRIPTION: Will mostly be a service/religious position as an elder of the church. I will be a voting member of the church board for all activities including business issues. Will not have signature authority on church bank or investment accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-17 |
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