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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
| 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 |
|---|---|---|---|---|
| Bbva Securities Inc. | Huntsville | AL | 08/2015 | 08/2021 |
| Compass Bank | Birmingham | AL | 08/2015 | 08/2021 |
| Pnc Managed Account Solutions, Inc. | Huntsville | AL | 09/2015 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 10/2015 | 08/2021 |
| Avantax Insurance Services, Llc | Richardson | TX | 08/2021 | 09/2025 |
| Avantax Investment Services, Inc | Richardson | TX | 08/2021 | 09/2025 |
| Avantax Advisory Services | Richardson | TX | 08/2021 | 09/2025 |
| Cetera Wealth Services, Llc | Collierville | TN | 09/2025 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2026 | Present |
| Regions Bank | Memphis | TN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-02 |
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