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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
4055 Dowlen Road, Suite 121, Beaumont, TX 77706 • United States
4055 Dowlen Road, Suite 111, Beaumont, TX 77706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Funchess, Mills, White & Co., Pc Dba Fmw, Pc | Beaumont | TX | 12/2016 | 01/2025 |
| Charles E. Reed & Associates, Pc | Port Arthur | TX | 01/2001 | 12/2016 |
| Avantax Investment Services Inc. | Beaumont | TX | 04/2023 | 09/2025 |
| Avantax Advisory Services | Beaumont | TX | 04/2023 | 09/2025 |
| The Dickerson Group | Beaumont | TX | 02/2025 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Beaumont | TX | 05/2025 | 09/2025 |
| Karen Oxner Cpa Pllc | Beaumont | TX | 02/2025 | Present |
| Cetera Wealth Services, Llc | Beaumont | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FIXED INSURANCE SALES POSITION: Independent agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2024 ADDRESS: 1150 N. 11th St, Beaumont TX 77702, United States DESCRIPTION: Independent agent of record. Independent contractor compensated for the personal production of fixed insurance contracts. 2) THE DICKERSON GROUP POSITION: Advisor NATURE: Overhead expenses are paid through this entity. I have no ownership in this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 13 SECURITIES TRADING HOURS: 10 START DATE: 02/07/2025 ADDRESS: 4055 Dowlen Rd Suite 111, Beaumont TX 77706, United States DESCRIPTION: None. 3)KAREN OXNER CPA PLLC POSITION: Managing Member NATURE: Certified Public Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 192 SECURITIES TRADING HOURS: 130 START DATE: 02/19/2025 ADDRESS: 4055 Dowlen Road, Suite 121, Beaumont TX 77706, United States DESCRIPTION: As a certified public accountant, I develop and maintain client relationships and provide tax planning, tax preparation, tax consulting, contract cfo, business consulting, bookkeeping, payroll, and other accounting and planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-08 |
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