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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Gresham | OR | 10/1997 | 09/2025 |
| Avantax Advisory Services | Gresham | OR | 04/2007 | 09/2025 |
| Tax And Financial Solutions | Gresham | OR | 01/2003 | Present |
| Avantax Insurance Agency, Llc | Gresham | TX | 02/2016 | 09/2025 |
| Cetera Wealth Services, Llc | Gresham | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Tax and Financial Solutions~'NIR'~151 SE 223rd Avenue~Gresham~OR~97030~Tax Preparation/Accounting~President~1/1/2003~160hrs~80hrs~I interview clients and prepare tax returns. I also help manage the business. Money Tree Plaza, LLC~'NIR'~151 SE 223rd Avenue~Gresham~OR~97030~Rental Property Owner/Management~Partner/General Partner~6/4/2009~8hrs~8hrs~I am a member of the LLC, I am responsible for the management of the company. We currently own a small office building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-07 |
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