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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 | 2021-02-25 |
Branch Locations
5850 Town & Country Blvd Ste 1002, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Frisco | TX | 11/2011 | 02/2021 |
| O'NEill Financial Group | Frisco | TX | 09/2011 | Present |
| Avantax Advisory Services | Frisco | TX | 01/2012 | 02/2021 |
| Texas Union Mortgage | Richardson | TX | 05/2014 | Present |
| Peformance Properties | Dallas | TX | 05/2014 | 06/2017 |
| Newgen Properties | Richardson | TX | 06/2017 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2021 | Present |
1)O'NEILL FINANCIAL GROUP; RICHARDSON, TX; INVESTMENT RELATED; FINANCIAL AND TAX SERVICES; SINCE 09/2011; OWNER; 40 HRS/MO 2)NEWGEN PROPERTIES; RICHARDSON, TX; NON-INVESTMENT RELATED; REAL ESTATE AGENT IN TX; SINCE 11/2015; 16 HRS/MO 3)TEXAS UNION MORTGAGE; RICHARDSON, TX; NON-INVESTMENT RELATED; REGISTERED MORTGAGE LOAN ORIGINATOR; SINCE 09/2013; 16 HOURS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-20 |
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