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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Houston | TX | 06/2006 | 09/2025 |
| Avantax Advisory Services | Houston | TX | 08/2011 | 09/2025 |
| Avantax Insurance Agency, Llc | Houston | TX | 06/2012 | 09/2025 |
| Cetera Wealth Services, Llc | Houston | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Callahan's General Store~501 Bastrop Highway~Austin~TX~78741~Retail~Other~1/1/2016~1hrs~1hrs~No job responsibilities. 1% shareholder of a family business (not publicly traded S-corp). I just recently became a board representative for my immediate family. There are eight board members (one descendant from each original board member) Nathans & Rust Inc.~3535 Briarpark Drive, #109~Houston~TX~77042~Tax Preparation/Accounting~President~7/1/2006~40hrs~40hrs~Business owner, tax preparation, consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-23 |
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