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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| City Of Chicago | Chicago | IL | 11/1989 | 07/2017 |
| Avantax Insurance Agency, Llc | Las Vegas | NV | 10/2015 | 09/2025 |
| Avantax Investment Services, Inc. | Las Vegas | NV | 10/2015 | 09/2025 |
| Avantax Advisory Services | Las Vegas | NV | 02/2016 | 09/2025 |
| Strategize Wealth Management Group | Las Vegas | NV | 10/2015 | Present |
| Cetera Wealth Services, Llc | Las Vegas | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) STRATEGIZE WEALTH MANAGEMENT GROUP POSITION: Investment Adviser Representative NATURE: Financial Services Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2015 ADDRESS: 1106 Chestwood Ave., Las Vegas, NV 89123, DESCRIPTION: Provide wealth management services to clients 2) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 9538 W. 147TH STREET, Suite 524, Orland Park, IL 60462, United States DESCRIPTION: DBA 3) RENTAL PROPERTY POSITION: part owner NATURE: I am part owner of real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2023 ADDRESS: 15255 S. 94th Avenue, Suite 524, Orland Park, IL 60462, United States DESCRIPTION: Property manager handles renting, repairs, and invoicing. I only pay my share of expenses. 4) MARYLAND TWILIGHT HOMEOWNERS ASSOCIATION POSITION: Board Member NATURE: As a board member of my community, I would be assisting homeowners in their effort to keep the community attractive to live in and maintaining the low cost of homeowner dues. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 2450, Box Canyon Drive, Las Vegas, NV 89128, United States DESCRIPTION: Duties include: communicating updates and news to the community. Answer questions about the hoa's governing documents. Conflict resolution. Establish financial policies and develop a budget. Enforcing hoa rules. I anticipate alotting 4-6 hours of my time per quarter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-31 |
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