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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
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2017 | 03/2020 |
| Texas A&M University | College Station | TX | 08/2013 | 06/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | 03/2021 |
| 49 Financial | Dallas | TX | 08/2020 | 03/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 05/2021 | 09/2025 |
| Unemployed | Irving | TX | 04/2020 | 07/2020 |
| Avantax Advisory Services | Dallas | TX | 05/2021 | 09/2025 |
| Avantax Insurance Agency, Llc | Dallas | TX | 05/2021 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
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