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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 | 2025-09-06 |
Branch Locations
351 Exchange Blvd Suite 105, Hutto, TX 78634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Hutto | TX | 06/2024 | Present |
| Jennifer L Brown Cpa Pllc | Hutto | TX | 07/2021 | Present |
| Capitol Area Council Boy Scouts Of America | Austin | TX | 06/2019 | 12/2021 |
| Leslie Ray Cpa | Austin | TX | 01/2018 | 06/2019 |
| Morrison Friedrich & Spinn Cpas | Austin | TX | 09/2015 | 09/2017 |
| Unemployed | Austin | TX | 09/2017 | 01/2018 |
| Avantax Investment Services, Inc. | Hutto | TX | 06/2025 | Present |
| Hunter Concrete Pumping Llc | Hutto | TX | 01/2025 | Present |
| Hunter Concrete Pumping Llc | Hutto | TX | 01/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
1) JENNIFER L BROWN CPA PLLC POSITION: PRESIDENT NATURE: OWNER OF A TAX PREPARATION FIRM. WE PREPARES TAX RETURNS FOR CLIENTS WHICH INCLUDE 1040, 1120S, 1065, 1041 AND FORM 990. WE PREPARE STATE RETURNS AS WELL FOR FEDERAL FILINGS AND ASSIST WITH SALES TAX RETURNS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/12/2021 ADDRESS: 351 EXCHANGE BLVD STE 105, HUTTO TX 78634, United States DESCRIPTION: MANAGE THE BUSINESS, RUN THE OPERATIONS, REVIEW TAX RETURNS. We provide guidance and tax advice to clients. Tax preparation and filing for clients. Answer tax related inquiries regarding tax planning. 2) TEXAS SOCIETY OF CPAS AUSTIN CHAPTER POSITION: Oversight Council Member NATURE: This entity exists as a chapter for the State Society. The local chapters have their own governance, committees and by laws. Their role is for local member benefits, CPE, leadership in the organization, CPA advocacy. etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 3305 Northland Drive Suite 406, Austin TX 78731, United States DESCRIPTION: As an oversight Council member we will assist with reviewing the Governing Board's plans for the fiscal year, approve the annual budget and any changes to the by-laws 3) DAUNTLESS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: PFS approved products via Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 13809 Research Blvd, Suite 500, Austin TX 78750, United States DESCRIPTION: Meet with clients to discuss financial opportunities with partnering SPP. 4) HUNTER CONCRETE PUMPING LLC POSITION: Part Time Controller NATURE: This role reports to the owner and serves to function as a compliance for annual tax filings and reporting for various lenders, insurers, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: 304 Iron Horse Ln, Hutto TX 78634, United States DESCRIPTION: Assisting with annual tax filings, reviewing monthly and annual financial statements, preparing monthly sales tax returns and other duties as requested. 5) NAME OF OTHER BUSINESS: ROUND ROCK BAND BOOSTERS INVESTMENT RELATED: NO ADDRESS: 201 DEEP WOOD DR, ROUND ROCK TX 78681 NATURE OF BUSINESS: BOARD START DATE: 7/1/2026 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RECONCILE BANK ACCOUNTS, PAY ALL BILLS, BUDGETING
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