Peter Darnell Simon

Current Employers

Employment History

• 01/2014 → 01/2023
  Edgar, Kiker & Cross, Pc
  Beaumont, TX
• 08/2011 → Present
  Peter D. Simon, Llc
  Beaumont, TX
• 08/2022 → 09/2025
  Avantax Investment Services Inc.
  Beaumont, TX
• 08/2022 → 09/2025
  Avantax Advisory Services
  Beaumont, TX
• 08/2022 → 01/2023
  Avantax Insurance Services
  Beaumont, TX
• 08/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Beaumont, TX
• 01/2014 → 02/2023
  Edgar, Kiker & Cross Pc
  Beaumont, TX
• 01/2014 → Present
  Edgar, Kiker & Cross Pc
  Beaumont, TX
• 03/2023 → Present
  Ekc Advisors Pllc
  Beaumont, TX
• 03/2023 → Present
  Ekc Advisors Pllc
  Beaumont, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Beaumont, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-16 → 2025-09-05
  Avantax Advisory Services
  Beaumont, TX

Other Businesses

1) PETER D SIMON LLC POSITION: Managing Member NATURE: It is an LLC that I formed over 10 years ago. It has no activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2011; 1425 Futura Street, Beaumont TX 77706, I have no duties as this is an inactive entity 2) SOUTHEAST TEXAS CHAPTER OF TEXAS SOCIETY OF CPAS POSITION: Board Member; Secretary NATURE: Southeast Texas Chapter of Texas Society of CPA's is the local chapter affiliate of the Texas Society of CPA's. It is a member organization of CPA's. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2022; 14651 Dallas Pkwy, Dallas TX 75254, The secretary shall issue notices of all meetings of the Chapter, keep a record of all acts or proceedings of the officers, Board, and membership, The secretary shall keep a register of the members of the chapter. shall exercise control over the Chapter's monies and properties; shall prepare and approve a budget. 3) BEAUMONT PUBLIC SCHOOL FOUNDATION POSITION: Board Member NATURE: The BPSF primarily gives grants to staff and students for innovative classroom projects. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019; 3395 Harrison Ave, Beaumont TX 77706, Attend meeting. Publicize/Promote. Participation/Involvement. Lend personal leadership. Support of the Beaumont Independent School District. 4) EDGAR, KIKER & CROSS PC POSITION: CPA/Shareholder NATURE: We provide bookkeeping, tax planning & preparation for individuals and corporations as well as advisory services and business succession planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2014 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: Prepare tax returns Review tax returns Prepare Financial statements Business Consulting Train staff 5) EASTEX PLAZA, INC. POSITION: Shareholder NATURE: Eastex Plaza, Inc. is an entity that holds real estate (land and a building). It rents the building to Edgar, Kiker & Cross, PC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 3440 Eastex Freeway, Beaumont TX 77703, United States DESCRIPTION: I am currently a director. My current duties are to attend annual meetings and special meetings, when called. 6) EKC ADVISORS PLLC POSITION: Affiliated Advisor NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2023 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: Affiliated advisor assisting clients in achieving their financial goals.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Peter D Simon
• Peter Simon