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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Granbury | TX | 08/1995 | 08/2025 |
| Avantax Advisory Services | Granbury | TX | 12/1996 | 08/2025 |
| Abs Tax & Finance, Inc | Redding | CA | 01/1995 | 02/2020 |
| H&R Block | Redding | CA | 12/2019 | 02/2022 |
| Real Estate Solutions | Redding | CA | 02/2020 | 08/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Granbury | TX | 05/2006 | 08/2025 |
| Ameriprise Financial Services, Llc | Roseville | CA | 08/2025 | Present |
Real Estate Ownership; Single Family; 2807 Star Court, , Granbury, TX, 76049; Investment-Related; 12/31/2021 / Single Family; 2206 Randy Court, , Granbury, TX, 76049; Investment-Related; 09/15/2024 / Multi-Family; 208/210 Rucker Street, , Granbury, TX, 76049; Investment-Related; 05/01/2023. Business Ownership; Real Estate Solutions Inc.; Co-owner; My wife is a real estate broker. we own a Real Estate Sales and Property Management firm through an S Corp with 135 properties. I do no work in the business but am an officer and shareholder. It's a CA Corporation, Real Estate Solutions Inc. There are no investment clients who are Property Management clients also.; 2136 Eureka Way, , Redding, CA, 96001; Investment-Related; 01/01/2021; 0 hours per month; 0 during trading hours. Other Business Activities; Tax Consulting & Preparation; Tax Planning and Income Tax filing.; 1437 County Road 2026, , Glen Rose, TX, 76043; Not Investment-Related; 12/01/1990; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-30 |
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