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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
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • 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 |
|---|---|---|---|---|
| Sage Spring Wealth Partners | Frisco | TX | 03/2023 | 08/2023 |
| Unemployed | Little Elm | TX | 11/2022 | 03/2023 |
| Nexgen Fitness Plano | Plano | TX | 05/2014 | 11/2022 |
| Raymond James Financial Services, Inc. | Frisco | TX | 03/2023 | 08/2023 |
| Nylife Securities Llc | Frisco | TX | 12/2023 | 04/2024 |
| New York Life Insurance Company | Frisco | TX | 11/2023 | 04/2024 |
| Unemployed | Little Elm | TX | 08/2023 | 11/2023 |
| Avantax Investment Services, Inc. | Dallas | TX | 04/2024 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 04/2024 | 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 |
Jason Dickerson LLC DBA NexGen Fitness Plano (Dormant), not investment related, 621 English Oak Dr, Allen, TX 75002, Personal training studio owner and operator, Role/Title: Owner, Start Date: 12/2023, 0 hours spent per month, 0 hours spent per month during securities trading hours, None/ dormant previous owner and manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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