Patricia Susan Starek

Current Employers

Employment History

• 01/1983 → Present
  Ps Consultants
  Houston, TX
• 11/1994 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 11/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Houston, TX
• 09/2005 → Present
  Star Financial Services
  Houston, TX
• 09/2005 → Present
  Kerats Inc Dba Star Finacial Ser
  Houston, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-07-07 → 2025-09-05
  Avantax Advisory Services
  Houston, TX
  Cotuit, MA
  Osterville, MA
  Houston, TX

Other Businesses

1) Fiduciary Appointment-Trustee~208 Lago Vista~Kemah~TX~77565~1/26/2016~40hrs~10hrs~Investment, Management, Caretaking of Parents,and subsequent inheritance for Siblings and possible decedents. 2) Bayfront Towers Condo~401 Lakeside Lane, 351 Lakeside Ln~Houston~TX~77058~Other~Other~1/1/2004~3hrs~0hrs~Provide input ideas labor on various projects Kerats, Inc. dba Star Financial Ser~PO BOX 580473~HOUSTON~TX~77258-0473~Tax Preparation/Accounting~President~9/15/2005~80hrs~80hrs~MARKETING, PROMOTIONING, ALL ASPECTS OF TAX ADVISORY SERVICES. THIS IS THE SAME AS STAR FINANCIAL SERVICES. 3) PS Consultants~401 Lakeside Lane # 310B, PO Box 580473~Houston~TX~77258-0473~Professional Services - Business/Individual~Personal/Business Services~1/1/1983~1hrs~0hrs~Owner, management, sales, entity has been a catch all for what does not go into Kerats, Inc/STAR Financial Services - formerly real estate commissions - for tax purposes. 4) Patricia S Starek Complex Trust~PO Box 580473~Houston~TX~77258-0473~Other~Other~6/17/2011~1hrs~1hrs~Trustee of own trust; Inheritance from Anthony Starek Management Trust 5) Star Financial Services~PO BOX 580473~HOUSTON~TX~77258-0473~Tax Preparation/Accounting~President~9/15/2005~80hrs~80hrs~Promoting, Preparing, Managing tax advisory services 6) PATRICIA S STAREK 2018 TRUST POSITION: TRUSTEE & BENEFICIARY NATURE: BENEFICIARY TRUST ORIGINALLY FROM THE STAREK FAMILY TRUST - RECEIVED DISTRIBUTIONS. INVESTMENT HOLDINGS FROM PARENTS' TRUST. PATRICIA IS TRUSTEE OF HER BENEFICIARY TRUST. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2023 ADDRESS: 401 Lakeside Ln, #310 B, Houston TX 77058;DESCRIPTION: MANAGING INVESTMENT HOLDINGS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1995-02-27

Other Names

• Patricia Susan Starek
• Patricia Susan Kneale