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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
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 |
|---|---|---|---|---|
| J.W. Stevens & Co. Inc. | Houston | TX | 08/1994 | Present |
| Avantax Investment Services, Inc. | Spring | TX | 08/1998 | 09/2025 |
| Avantax Advisory Services | Spring | TX | 01/2005 | 09/2025 |
| Ponderosa Volunteer Fire Department | Houston | TX | 08/1994 | Present |
| Avantax Insurance Agency, Llc | Spring | TX | 12/2018 | 09/2025 |
| Seth & Associates Cpas, Pllc | Sugar Land | TX | 05/2022 | Present |
| Cetera Wealth Services, Llc | Huntsville | TX | 09/2025 | 12/2025 |
| Cetera Investment Advisers Llc | Huntsville | TX | 09/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2025 | Present |
1. PILKINGTON CPA PLLC, TAX PREPARATION, 100% OWNER, 40/HRS/WK. 2. BOARD OF DIRECTORS FOR THE HOUSTON INTERCONTINENTAL CHAMBER OF COMMERCE, 1/HR/WK. 3. VOLUNTEER FIREFIGHTER FOR PONDEROSA VOLUNTEER FIRE DEPARTMENT, 1/HR/WK 4. STEVENS, PILKINGTON & CO CPAS, DORMANT S CORP, 50% OWNER 5. COMMUNITY ADVISORY BOARD FOR TRUIST BANK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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