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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services Inc | Vandalia | IL | 08/2022 | 09/2025 |
| Avantax Advisory Services | Vandalia | IL | 08/2022 | 09/2025 |
| Lcb Cpas & Advisors, Ltd | Vandalia | IL | 09/2014 | Present |
| Cetera Wealth Services, Llc | Vandalia | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BNH PROPERTIES, LLC POSITION: Member Manager NATURE: rent office building to LCB CPAs & Advisors, Ltd, maintain building, make building improvements & make necessary repairs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2021 ADDRESS: 1007 N 8th St, Vandalia IL 62471, United States DESCRIPTION: bank reconciliations, paying loan payments & bills, scheduling building improvements & repairs 2) ST. JAMES EVANGELICAL LUTHERAN CHURCH POSITION: Check Signing Authority NATURE: provide weekly religious services, donate to non for profits, provide religious youth group activities and provide fellowship groups INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 727 W Gallatin, Vandalia IL 62471, United States DESCRIPTION: sign checks as backup to treasurer, pay bills as backup to treasurer, pay employees of church as backup to treasurer and council, and review invoices in treasurer's absence 3)LCB CPAS & ADVISORS, LTD POSITION: Partner/CPA NATURE: This is a public accounting office that provides income tax preparation, payroll services, bookkeeping services and accounting/tax advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 1007 North Eighth Street, Vandalia IL 62471, United States DESCRIPTION: tax preparation, preparation of financial statements, payroll, bookkeeping, tax advisory services, office management 4) LCB WEALTH MANAGEMENT LLC POSITION: MEMBER/PARTNER NATURE: This is a partnership with Joseph Cearlock and Mark Burnam. Partners contribute funds into the account and expenses are paid through the LLC INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1007 North Eighth Street, Vandalia IL 62471, United States DESCRIPTION: We are all Avantax Investment Advisors. There are no other deposits into this account other than from partner contributions. 5) ST. JAMES EVANGELICAL LUTHERAN CHURCH POSITION: Check Signing Authority & Council Member NATURE: provide weekly religious services, donate to non for profits, provide religious youth group activities and provide fellowship groups INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 727 W Gallatin, Vandalia IL 62471, United States DESCRIPTION: sign checks as backup to treasurer, pay bills as backup to treasurer, pay employees of church as backup to treasurer and council, review invoices in treasurer's absence, attend monthly council meetings, and vote on church matters such as membership, volunteers, repairs & maintenance, and improvement projects. I will abstain from voting on any financial matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-05 |
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