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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 | 2025-03-28 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
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. | Dallas | TX | 08/2023 | 09/2025 |
| Avantax Planning Partners, Inc. | Dallas | TX | 08/2023 | Present |
| Avantax Insurance Agency | Dallas | TX | 08/2023 | 09/2025 |
| Avantax | Dallas | TX | 08/2023 | 09/2025 |
| Mmg Tax Group Llc | Dallas | TX | 12/2017 | Present |
| Unemployed | Dallas | TX | 10/2017 | 11/2017 |
| Ernst And Young | Dallas | TX | 12/2013 | 09/2017 |
| Mmg Tax Group Llc | Dallas | TX | 12/2017 | Present |
| World Financial Group | Dallas | TX | 10/2018 | 08/2024 |
| Mmg Tax Group Llc | Dallas | TX | 12/2017 | Present |
| World Financial Group | Dallas | TX | 10/2018 | 08/2024 |
| Avantax Advisory Services | Dallas | TX | 08/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dallas | TX | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Gibson Wealth Management | Dallas | TX | 06/2025 | Present |
| Gibson Wealth Management | Dallas | TX | 06/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | Present |
1) MMG Tax Group LLC Not Investment Related Address: 17612 Seedling Ct., Dallas, TX 75287 Position: Virtual Tax Practice Owner and Enrolled Agent Started the business in December 2017 Devote: 40 hrs per month during Tax Season. 2) MMG TAX GROUP LLC POSITION: OWNER NATURE: Virtual Tax Practice. Focus on Tax Resolution, Tax Planning, and Tax Preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2017 ADDRESS: 17612 Seedling CT, Dallas TX 75287, United States DESCRIPTION: Enrolled Agent.Tax Strategist for my clients. 3) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Salesperson NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featured partners. 4)GIBSON WEALTH MANAGEMENT POSITION: Owner NATURE: Avantax and Cetera Advisory entities for advisory and selling Avantax and Cetera approved investment advisory services and products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Offer and sale investment advisory services and products through Avantax Advisor Services and Cetera Advisory Services that are approved through Avantax and Cetera featured partners. 5)EQUITY INDEXED ANNUITY POSITION: Sales Person NATURE: Provide annuity products for clients need that need that type of investment products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2025 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, United States DESCRIPTION: Evaluate client needs for annuity type products, and provide vendor approved options.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
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