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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. | Ennis | TX | 03/1987 | 09/2025 |
| Avantax Advisory Services | Ennis | TX | 01/1996 | 09/2025 |
| Avantax Insurance Agency, Llc | Ennis | TX | 01/2008 | 09/2025 |
| Cetera Wealth Services, Llc | Ennis | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BCCN Properties 300 W Crockett St Ennis TX 75119~Rental Property Owner/Management~Partner/General Partner~1/30/2005~5hrs~0hrs~Administration and bookkeeping 2) Cepak Financial Services 300 W Crockett St~Ennis~TX~75119~Tax Preparation/Accounting~Tax Preparation/Accounting~6/1/1995~60hrs~10hrs~Tax Prep / bookkeeping 3) Richard J Cepak 300 W Crockett~Ennis~TX~75119~Independent Insurance Agent~Insurance Sales Agent~6/1/1995~10hrs~0hrs~Life and Health Sales|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-07 |
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