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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
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-22 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
3200 Olympus Blvd. Suite 100, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Charlotte | NC | 06/2015 | 05/2018 |
| Charles Schwab Bnak | Charlotte | NC | 06/2015 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 05/2018 | 06/2020 |
| Bank Of America, N.A. | Charlotte | NC | 05/2018 | 06/2020 |
| Unemployed | Dallas | TX | 06/2020 | 12/2020 |
| Avantax Investment Services Inc | Dallas | TX | 12/2020 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 12/2020 | 09/2025 |
| Avantax Planning Partners Inc | Dallas | TX | 03/2021 | 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 | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
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