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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 | 2025-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | The Colony | TX | 06/1996 | Present |
| Avantax Investment Services Inc | Dallas | TX | 06/2006 | 09/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dallas | TX | 07/2007 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
1) WINDING CREEK ESTATES HOA POSITION: Board Member NATURE: I am one of 5 board members of the Winding Creek Estates Homeowners Association. I and the other board members vote on community issues and help maintain our community standards. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 16192 Meadow Spring Dr, FRISCO TX 75035, United States DESCRIPTION: My board role is responsible for communicating with the homeowners and planning social events. I help contribute to the quarterly newsletter and I run our annual ice cream social.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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