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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| MO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
600 Main St., Platte City, MO 64079 • United States
141 S Mccormick Street Ste 106, Prescott, AZ 86303 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Independent Financial Group Llc | Prescott | AZ | 07/2014 | 09/2022 |
| Woodbury Financial Services Inc | Prescott | AZ | 09/2022 | 10/2022 |
| Avantax Investment Services, Inc. | Prescott | AZ | 10/2022 | 09/2025 |
| Avantax Advisory Services | Prescott | AZ | 10/2022 | 09/2025 |
| Avantax Insurance Agency, Llc | Prescott | AZ | 10/2022 | 10/2022 |
| Hamada Wealth Management Group, Llc | Prescott | AZ | 08/2012 | 10/2022 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Prescott | AZ | 10/2022 | 09/2025 |
| Hamada Wealth Management Group, Llc | Prescott | AZ | 08/2012 | Present |
| Cetera Wealth Services, Llc | Prescott | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MC TAX PREPARATION, LLC; POSITION: Manager NATURE: Tax Preparation/Accounting/Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/24/2019; 141 S. McCormick St, Suite #106, Prescott AZ 86303: Duties are limited to occasional tax advisor, assist with client acquisition, and strategic managing partner for goals of company. 2) NORTHERN AZ FOUNDATION FOR CATHOLIC EDUCATION; POSITION: Officer/Director NATURE: Board Member of the board for a non-profit that supports Catholic Education. Assist with promoting and marketing ideas for the foundation. Ex: Golf Tournaments, fundraising, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2020; 428 Beach Ave, Prescott AZ 86303: Board Member of the board for a non-profit that supports Catholic Education. Assist with promoting and marketing ideas for the foundation. Ex: Golf Tournaments, fundraising, etc. 3) HAMADA WEALTH MANAGEMENT GROUP, LLC; POSITION: Manager NATURE: DBA for Investment Practice, Fixed Life Insurance, and Financial Planning. This is used for marketing my practice to the general public. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/21/2012 141 S. McCormick St, Suite #106, Prescott AZ 86303: Sole managing owner providing financial planning, fixed life insurance, LTC, and consulting. 4) SERVICING FIXED ANNUITIES WITH GLOBAL ATLANTIC VIA IMPACT PARTNERS POSITION: Agent NATURE: This OBA is setup to allow for the servicing of prior fixed annuity, fixed-index annuity, and equity-index annuity business with Global Atlantic (ForeThought) and North American FIA business via Impact Partners. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/28/2022 ADDRESS: 141 S. McCormick St, Suite #106, Prescott AZ 86303, United States DESCRIPTION: Agent. 5) SPANISH TINKERBELL REAL ESTATE LLC POSITION: Partner NATURE: LLC to hold commercial real estate for the building that holds our tax practice, along with future sub-lease an office to Hamada Wealth Management (Avantax affiliated Rep). INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2024 ADDRESS: 600 Main St, Platte City MO 64079, United States DESCRIPTION: Managing Partner with my wife, Dr. Monica Canez. She owns 50% of this LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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