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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States

Gilmer, TX • United States

Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-22
  • TX RA
    APPROVED
    Since 2021-03-22

Branch Locations

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States

Gilmer, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp. Dallas TX 03/2010 10/2019
Avantax Insurance Services, Inc. Dallas TX 12/2017 09/2025
Avantax Advisory Services Dallas TX 10/2019 09/2025
Avantax Investment Services, Inc. Dallas TX 10/2019 09/2025
Avantax Planning Partners Dallas TX 03/2021 Present
Fixed Indexed Annuities Dallas TX 01/2025 Present
Cetera Wealth Services, Llc El Segundo CA 04/2025 Present
Cetera Advisors Llc Greenwood Village CO 04/2025 Present
Cetera Financial Specialists Llc Schaumburg IL 04/2025 Present
Cetera Investment Services Llc St Cloud MN 04/2025 Present
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 03/2010 → 10/2019
    1St Global Capital Corp.
    Dallas, TX
  • 12/2017 → 09/2025
    Avantax Insurance Services, Inc.
    Dallas, TX
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Dallas, TX
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Dallas, TX
  • 03/2021 → Present
    Avantax Planning Partners
    Dallas, TX
  • 01/2025 → Present
    Fixed Indexed Annuities
    Dallas, TX
  • 04/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2025 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 04/2025 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Gilmer, TX
    El Segundo, CA
  • 2012-07-09 → 2019-10-25
    1St Global Advisors Inc
    Dallas, TX
    Dallas, TX
  • 2009-05-28 → 2010-03-26
    Cetera Investment Services Llc
    Longview, TX
Other Businesses

1) MURRY INVESTMENTS LLC POSITION: 33.3% Owner NATURE: This LLC was created in order to use our existing lake house as a rental property and to purchase additional rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2017 ADDRESS: 1422 Cherokee Trace, Gilmer TX 75644, United States DESCRIPTION: Maintaining properties and collecting rent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-22
  • S66 Uniform Combined State Law Examination
    2009-05-22
Designations
Other Names
  • Jeffrey Philip Murry

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