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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
3440 Eastex Freeway, Beaumont, TX 77703 • United States
909 Ne Loop 410 Suite 715, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edgar, Kiker & Cross, Pc | Beaumont | TX | 11/2008 | Present |
| Avantax Investment Services Inc. | Beaumont | TX | 01/2022 | 09/2025 |
| Avantax Advisory Services | Beaumont | TX | 01/2022 | 09/2025 |
| Eastex Plaza, Inc. | Beaumont | TX | 01/2016 | Present |
| Ekc Advisors, Pllc | Beaumont | TX | 01/2022 | Present |
| Texas Society Of Cpa's | Addison | TX | 05/2025 | Present |
| Cetera Wealth Services, Llc | Beaumont | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TEXAS SOCIETY OF CPA'S PAC COMMITTEE; PAC Committee Member; PAC Committee solicits funds from membership, and makes decisions on how much and what campaigns to support during primaries and general elections in the State of Texas; NIR; HRS 1; HRS 1; 07/02/2018; 14651 Dallas Pkwy, Suite 700, Dallas TX 75254; I contribute to discussions about how much to contribute to state legislator campaigns and make recommendations. 2) TEXAS SOCIETY OF CPA'S; Secretary; Officer of the Executive Board - Secretary; Nonprofit membership organization that represents CPA's in the State of Texas; NIR; HRS 12; HRS 12; 05/01/2023; 14651 Dallas Pkwy, Suite 700, Dallas TX 75254; Income Secretary of Executive Board - will attend executive board meetings, declare a quorum 3) EKC ADVISORS, PLLC; Affiliated Advisor, Managing Member; Affiliate advisor to wealth management services, principal; IR; HRS 90; HRS 80; 01/31/2022; 3440 Eastex Freeway, Beaumont TX 77703; As a tax partner of the CPA firm, i also serve as an affiliate advisor of EKC Advisors, LLP and am a principal 4)Southeast Texas Chapter of TXCPA; Regulatory and Legislative Committee Chairman; The chapter fundraises to provide scholarships to local accounting students, collects membership fees, provides high quality CPE for member CPA's; NIR; 3; 06/01/2018; 14651 Dallas Pkwy Dallas TX 75254; Key contact with legislators and representatives, PAC fundraising, delivering PAC checks to area legislators and representatives. 6)Southeast Texas Estate Planner's Council; Director at Large; Local area nonprofit networking association of attorneys, brokers, CPA's, wealth management advisors; NIR; 0; 06/01/2018; 3560 Delware Street Beaumont TX 77706; set dates for social gatherings and select locations and a speaker for nonqualified CPE. 7)BTX Peloton, Inc.; Director; nonprofit organization, support and promote health and safe environment for bicycling activities in the local community; NIR; 0; 12/01/2017; 3440 Eastex Freeway Beaumont TX 777031896; Director, board meetings, Treasurer - reconcile bank accounts and provide financial statements 8) Eastex Plaza, Inc.; Treasurer; Rental real estate holding company; IR; 3; 01/01/2016; 3440 Eastex Freeway Beaumont TX 777031896; Reconcile bank account monthly, prepare and sign distribution checks to shareholders, collect monthly rent payments for deposit 9) Texas Society of CPA's Nominations Committee; Vice Chair of Nominations Committee; The nominations committee reviews applications and nominations of leadership positions for the State Society of CPA's; NIR; 0; 06/01/2021; 14651 Dallas Pkwy Dallas TX 75254; makes a recommended slate of nominees to the board of directors for vote and approval at the annual meeting. 10) Edgar, Kiker & Cross, PC; Shareholder, Vice President; CPA Firm for individuals and businesses.; NIR; 130; 11/01/2008; 3440 Eastex Freeway Beaumont TX 77703; As an active CPA i supervise accounting and tax engagements, including signing financial statements, representing clients before taxing authorities, and signing tax returns 11) Texas Society of CPA's (1); Director at Large; CPA professional membership organization. They facilitate networking opportunities and support the profession of CPA's by offering things such as CPE.; NIR; 2; 06/01/2014; 14651 Dallas Pkwy Dallas TX 75254; Duties limited to Attend board meetings, vote on matters. I am one of 240 voting board members. 12) Texas Society of CPA's; Treasurer Elect; become familiar with all financial reporting of all entities of the Texas Society of CPA's.; NIR; 10; 05/01/2025; 14131 Midway Rd Addison TX 75001; 1. Serve on the Board of Directors; 2. Serve on the Leadership Council; 3. Serve on the Finance Committee; 4. Serve on the Compensation Committee; 5. Serve as an ex officio member on the Audit Committee; 6. Serve on the Strategic Planning Committee; 7. Serve as trustee for the TXCPA Insurance Trust; and 8. Submit a proposed annual budget to the incoming Board of Directors for approval
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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