Brian David Coventry

Current Employers

Employment History

• 10/2007 → 09/2025
  Avantax Investment Services, Inc.
  Quitman, TX
• 01/2008 → 09/2025
  Avantax Advisory Services
  Quitman, TX
• 09/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Quitman, TX
• 01/2023 → Present
  Coventry Financial Texas Llc
  Quitman, TX
• 09/2014 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Quitman, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Quitman, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-01-09 → 2025-09-05
  Avantax Advisory Services
  Quitman, TX
• 2007-06-14 → 2007-11-01
  Kestra Investment Services, Llc
  Austin, TX
  Austin, TX

Other Businesses

1) COVENTRY FINANCIAL GROUP~123 LIPSCOMB ST~~QUITMAN~TX~75783~DBA~DBA~6/2009~160HRS~160HRS~OPERATIONAL/MARKETING NAME ONLY 2) COVENTRY FINANCIAL TEXAS LLC POSITION: Owner NATURE: Providing financial services and securities business through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 125 Lipscomb St, P.O. Box 238, Quitman TX 75783, United States DESCRIPTION: Financial Advisor Servicing and managing clients investment accounts with Avantax. Phone calls and meeting with clients401k Rollovers, IRA's, Variable Annuities, etc.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-12
• S63 Uniform Securities Agent State Law Examination
  1996-02-20