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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Coppell, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dallas | TX | 03/1999 | 04/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2021 | Present |
| Farpointe Wealth Partners, Dba For Financial Services | Southlake | TX | 04/2021 | 11/2022 |
| : Farpointe Financial Services, Llc | Southlake | TX | 11/2022 | Present |
| Farpointe Wealth Advisors ; | Southlake | TX | 03/2023 | Present |
| First Command Fin Serv | Fort Worth | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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