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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
1490 Rusk Road Suite 101, Round Rock, TX 78665 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Round Rock | TX | 09/1998 | 09/2025 |
| Avantax Advisory Services | Round Rock | TX | 04/2006 | 09/2025 |
| Avantax Insurance Agency, Llc | Round Rock | TX | 09/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Round Rock | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Texas Music Museum~'NIR'~1009 E. 11th St~Austin~TX~78702~Other~Director/Officer~12/1/2009~2hrs~1hrs~board member|Eagle Harbor Financial~'NIR'~1490 Rusk Road, Suite 101~Round Rock~TX~78665~Other~Other~8/3/2015~0hrs~0hrs~Operational and or Marketing Name for HD Vest Services|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-09 |
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