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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 | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| What's On Tap | North Richland Hills | TX | 10/2023 | Present |
| Avantax Planning Partners, Inc | Dallas | TX | 07/2023 | Present |
| Edward Jones | Arlington | TX | 11/2016 | 07/2023 |
| United States Bowling Congress | Arlington | TX | 11/2008 | 11/2016 |
| Avantax Investment Services Inc | Dallas | TX | 01/2024 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-10 |
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