Best Investors
Account
Sign in
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-11 |
Branch Locations
2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
Branch Locations
2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darnall, Sikes & Frederick, Cpas | Lafayette | LA | 06/2002 | 10/2022 |
| Avantax Investment Services Inc. | Lafayette | LA | 10/2022 | 09/2025 |
| Avantax Advisory Services | Lafayette | LA | 10/2022 | 09/2025 |
| Darnall, Sikes & Frederick Cpa's | Lafayette | LA | 06/2002 | Present |
| Dsg&F Real Estate Investments, Llc | Lafayette | LA | 01/2023 | Present |
| Cetera Wealth Services, Llc | Lafayette | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 03/2026 | Present |
1) SALTZMAN BROTHERS, LLC POSITION: Member NATURE: LLC opened with my two brothers in 2016. The entity was created with the possibility of it owing real estate, however the entity has had no activities to date. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2016 ADDRESS: 207 Froeba Drive, Carencro LA 70520, United States DESCRIPTION: No duties as this is an inactive entity. 2) DARNALL, SIKES & FREDERICK CPA'S POSITION: Shareholder NATURE: I am a new Shareholder of the CPA beginning in 2022. I have been an employee of the firm since June 2002. The firm provides tax and financial statement auditing services to clients. I work primarily running financial statement audits in addition to performing tax planning and tax preparation services for firm clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/10/2002 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: I have been an employee of the firm since June 2002. I work for the CPA firm providing audit, tax and consulting services to firm clients. I oversee various audit and tax projects and supervise staff firm. 3) DARNALL SIKES WEALTH PARTNERS LLC POSITION: Represenative NATURE: Working as a representative ofDARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 01/30/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Working as a representative of DARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. 4) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: Member NATURE: The real estate entity only owns office buildings, with the buildings being rented/leased by various businesses including Darnall, Sikes & Frederick CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: No active participation in the operations of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
Reach out to this advisor