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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

5700 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States

Frisco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2015 → 05/2017
    Realpage, Inc.
    Carrollton, TX
  • 12/2012 → Present
    Duncan Cpa & Advisor Pllc
    Frisco, TX
  • 02/2017 → 06/2017
    Hd Vest Advisory Services
    Frisco, TX
  • 06/2017 → 11/2018
    Palm Beach Gardens, FL
  • 08/2016 → 02/2017
    Hd Vest Investment Services
    Frisco, TX
  • 07/2018 → 07/2019
    Mohr Partners, Inc.
    Dallas, TX
  • 05/2019 → 09/2025
    Avantax Investment Services, Inc.
    Frisco, TX
  • 05/2019 → 09/2025
    Avantax Advisory Services
    Frisco, TX
  • 08/2019 → Present
    Mpower Practice Management, Llc
    Addison, TX
  • 02/2020 → 09/2025
    Avantax Insurance Agency, Llc
    Frisco, TX
  • 10/2023 → Present
    Kinji Enterprises Llc
    Frisco, TX
  • 02/2020 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Coppell, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Frisco, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-05-23 → 2025-09-05
    Avantax Advisory Services
    Frisco, TX
    Plano, TX
  • 2017-08-24 → 2018-11-13
    Frisco, TX
    Frisco, TX
    Palm Beach Gardens, FL
    Frisco, TX
    Palm Beach Gardens, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-23
S63 Uniform Securities Agent State Law Examination 2017-08-08
  • S65 Uniform Investment Adviser Law Examination
    2017-08-23
  • S63 Uniform Securities Agent State Law Examination
    2017-08-08
Other Names
  • Antoine Duncan
  • Antoine Lionel Duncan
  • Antoine L. Duncan

View on SEC IAPD

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