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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Cypress | CA | 03/1994 | 08/2022 |
| Avantax Advisory Services | Cypress | CA | 05/1994 | 08/2022 |
| Ias Tax Advisory Svs Inc | Cypress | CA | 10/1989 | 12/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2022 | Present |
| Investax Financial Planning | Cypress | CA | 08/2022 | Present |
| Investax Advisory Services Llc | Cypress | CA | 01/2026 | Present |
1) FIDUCIARY APPOINTMENT/TRUSTEE; CYPRESS, CA; NON-INVESTMENT RELATED; TRUSTEE FOR FAMILY TRUST; SINCE 08/2012; 4 HRS/MO 2) NAME OF OTHER BUSINESS: INVESTAX FINANCIAL PLANNING; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2022, POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, MARKETING/BRANDING FOR INVESTMENT MANAGEMENT ACTIVITIES 3) NAME OF OTHER BUSINESS: INVESTAX ADVISORY SERVICES LLC; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND TAX PLANNING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-20 |
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