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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
4407 Bee Caves Rd Bldg 6 Ste 621, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carpenter & Langford, Pllc | Austin | TX | 06/2019 | 09/2022 |
| Avantax Advisory Services | Giddings | TX | 09/2022 | 09/2025 |
| Avantax Insurance Agency, Llc | Giddings | TX | 09/2022 | 09/2025 |
| Carpenter And Langford, P.C. | Austin | TX | 08/2010 | Present |
| Carpenter & Langford Pllc | West Lake Hills | TX | 06/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; POSITION: insurance agent NATURE: selling insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/26/2022; ADDRESS: 4407 Bee Caves Rd, #621, West Lake Hills TX 78746, US; meet with clients find client insurance needs provide best options/solutions. 2) CARPENTER & LANGFORD PLLC; POSITION: Member NATURE: Tax preparation Tax consulting business advisory services IRS representation Bookkeeping Payroll INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/25/2019; ADDRESS: 4407 Bee Caves Rd, #621, West Lake Hills TX 78746, US; Individual and business tax compliance and consulting Tax preparation Review of tax returns Staff training Firm management Use this entity to market Avantax business. 3) CARPENTER & LANGFORD, PC; POSITION: Member NATURE: Accounting and tax firm no longer active, replaced by new entity, Carpenter & Langford, PLLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2010; 4407 Bee Caves Rd, Bldg 6 Ste 621, Austin TX 78748, US; no duties, inactive entity. 4) LAINE ADVISORY SERVICES, LLC POSITION: single member NATURE: single member LLC (disregarded entity) used to receive funds from Avantax agreements (commissions, advisory fees, rev share, etc.) mainly from Avantax affiliates. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2022 ADDRESS: 12604 white eagle rd, Austin TX 78748, United States DESCRIPTION: single member, disregarded entity, used to report fees related to Avantax affiliates for commissions, advisory fees, rev share, etc.
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