Best Investors Account Sign in
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

3440 Eastex Freeway, Beaumont, TX 77703 • United States

909 Ne Loop 410 Suite 715, San Antonio, TX 78209 • United States

Beaumont, 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
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
  • 11/2008 → Present
    Edgar, Kiker & Cross, Pc
    Beaumont, TX
  • 01/2022 → 09/2025
    Avantax Investment Services Inc.
    Beaumont, TX
  • 01/2022 → 09/2025
    Avantax Advisory Services
    Beaumont, TX
  • 01/2016 → Present
    Eastex Plaza, Inc.
    Beaumont, TX
  • 01/2022 → Present
    Ekc Advisors, Pllc
    Beaumont, TX
  • 05/2025 → Present
    Texas Society Of Cpa's
    Addison, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Beaumont, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-01-09 → 2025-09-05
    Avantax Advisory Services
    Beaumont, TX
    Beaumont, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2023-01-09
Other Names
  • Joshua H Leblanc
  • Joshua Leblanc
  • Josh Leblanc

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaumont, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor