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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 | 2026-06-18 |
| IA | RA | APPROVED | 2025-09-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-02 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dubuque | IA | 04/2025 | 09/2025 |
| Avantax Planning Partners | Dubuque | IA | 07/2023 | 09/2025 |
| University Of Northern Iowa | Cedar Falls | IA | 01/2023 | 05/2023 |
| Cedar Cross Overhead Door | Dubuque | IA | 06/2012 | 01/2023 |
| Mark Gudenkauf Construction | Dubuque | IA | 06/2019 | 08/2019 |
| Hoyne Power Equipment | Dubuque | IA | 06/2020 | 08/2020 |
| Cottingham & Butler | Dubuque | IA | 05/2021 | 08/2021 |
| Collins Aerospace | Cedar Rapids | IA | 05/2022 | 08/2022 |
| Avantax Advisory Services | Dubuque | IA | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
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