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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luca Taxes Llc | Oak Grove | MO | 12/2018 | Present |
| Crossfirst Bank | Leawood | KS | 04/2018 | 02/2021 |
| Equity Bank | Lees Summit | MO | 05/2016 | 04/2018 |
| Avantax Investment Services | Dallas | TX | 06/2024 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 06/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Oak Grove | MO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
LUCA TAXES, LLC DBA LUCA TAXES AND BOOKKEEPING POSITION: Managing Partner NATURE: CPA, bookkeeping, payroll, and tax preparation services. Offer expert advice and guidance on financial management, and strategic tax planning for both businesses and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/22/2018 ADDRESS: 705 S Broadway Suite D, PO Box 663, Oak Grove MO 64075, United States DESCRIPTION: As managing partner, I oversee and review the work of employees to ensure accuracy and quality. I develop business strategies and marketing plans to attract and retain clients, approve hiring decisions, manage team dynamics, and resolve client issues to ensure high levels of client satisfaction. Additionally, I provide bookkeeping, payroll, and tax preparation services for both businesses and individual clients.?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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