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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
5700 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realpage, Inc. | Carrollton | TX | 12/2015 | 05/2017 |
| Duncan Cpa & Advisor Pllc | Frisco | TX | 12/2012 | Present |
| Hd Vest Advisory Services | Frisco | TX | 02/2017 | 06/2017 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2017 | 11/2018 |
| Hd Vest Investment Services | Frisco | TX | 08/2016 | 02/2017 |
| Mohr Partners, Inc. | Dallas | TX | 07/2018 | 07/2019 |
| Avantax Investment Services, Inc. | Frisco | TX | 05/2019 | 09/2025 |
| Avantax Advisory Services | Frisco | TX | 05/2019 | 09/2025 |
| Mpower Practice Management, Llc | Addison | TX | 08/2019 | Present |
| Avantax Insurance Agency, Llc | Frisco | TX | 02/2020 | 09/2025 |
| Kinji Enterprises Llc | Frisco | TX | 10/2023 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Coppell | TX | 02/2020 | 09/2025 |
| Cetera Wealth Services, Llc | Frisco | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Duncan CPA & Advisor PLLC~11426 Beeville Drive~FRISCO~TX~75035~Accounting Services/Tax Preparation~Other~12/11/2012~8hrs~8hrs~My job duties include securing new business, recording transactions for accounting clients and preparing tax returns from information provided by clients. I also prepare tax projections for clients that engage me to perform this level of service. 2) ATHLETE OWNED SPORTS LLC POSITION: CPA NATURE: My duties as an independent contractor include serving as the company's registered agent, and providing bookkeeping and tax preparation services. The nature of the business is social media content creation. "YouTube for Sports" INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2020 ADDRESS: 11426 Beeville Drive, Frisco TX 75035, United States DESCRIPTION: My duties as an independent contractor include serving as the company's registered agent, and providing bookkeeping and tax preparation services. 3) MAEFLOWER LEGACY REAL ESTATE LLC POSITION: Member NATURE: I am a managing member with a 20% ownership interest along with 4 other family members. My role is to to perform accounting and tax preparation services. Single family dwellings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/14/2020 ADDRESS: 11426 Beeville Drive, Frisco TX 75035, United States DESCRIPTION: I am a managing member with a 20% ownership interest along with 4 other family members. My role is to to perform accounting and tax preparation services. 4) KINJI ENTERPRISES LLC POSITION: CPA and Registered Agent NATURE: My duties as an independent contractor include serving as the company's registered agent, and providing bookkeeping and tax preparation services. The nature of the business is commercial real estate consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2023 ADDRESS: 11426 Beeville Drive, Frisco TX 75035, United States DESCRIPTION: My duties as an independent contractor include serving as the company's registered agent, and providing bookkeeping and tax preparation services. 5) THE BURCH FINANCIAL GROUP POSITION: Buyer NATURE: Antoine Duncan of Duncan CPA & Advisor PLLC has acquired the assets of The Burch Financial Group, including its brokerage, direct to fund, annuities and other accounts other financial management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2023 ADDRESS: 11426 Beeville Drive, Frisco TX 75035, United States DESCRIPTION: Buyer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-08 |
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