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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| IN | RA | APPROVED | 2019-05-17 |
Branch Locations
21 Se Third Street Ste 500, Evansville, IN 47620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard Wl Lyons Llc | Evansville | IN | 08/2013 | 10/2018 |
| J.J.B. Hilliard Wl Lyons | Evansville | IN | 10/2018 | 04/2019 |
| Proequities, Inc. | Evansville | IN | 05/2019 | 09/2020 |
| Avantax Planning Partners, Inc. | Evansville | IN | 05/2019 | 04/2022 |
| Avantax Investment Services, Inc. | Evansville | IN | 09/2020 | 09/2025 |
| Avantax Planning Partners | Evansville | IN | 05/2019 | Present |
| Always Leopard, Llc | Evansville | IN | 10/2024 | Present |
| Cetera Wealth Services, Llc | Evansville | IN | 09/2025 | Present |
1) AVANTAX PLANNING PARTNERS POSITION: Financial Planning Consultant NATURE: AVANTAX PLANNING PARTNERS, INC.POSITION: Financial Planning Consultant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2019 ADDRESS: 3390 ASBURY ROAD, DUBUQUE IA 52002, United States INVESTMENT RELATED: Yes DESCRIPTION: I am employed by Avantax Planning Partners, Inc. to serve as a financial Planning Consultant. I work with CPAs to identify their clients that could benefit from financial planning services and work with individual clients who also chose to engage in planning and investments with Avantax Planning Partners, Inc 2) ALWAYS LEOPARD, LLC POSITION: owner NATURE: I make personalized and customized clothing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1332 Halsey Ave, Evansville IN 47720, United States DESCRIPTION: I make custom clothing items, per customer requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
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