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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 | 2025-09-05 |
Branch Locations
100 N. Central Expwy Ste 1205, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Richardson | TX | 04/1987 | 09/2025 |
| Avantax Advisory Services | Richardson | TX | 09/1999 | 09/2025 |
| Avantax Insurance Agency, Llc | Richardson | TX | 01/2015 | 09/2025 |
| Five Star Partners | Richardson | TX | 09/2005 | Present |
| Five Star Advisor Partners, Llc | Richardson | TX | 02/2004 | Present |
| Cetera Wealth Services, Llc | Richardson | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Five Star Partners~'NIR'~100 N Central Expwy, Suite 1205~Richardson~TX~75080~Accounting Services/Tax Preparation~Owner~9/1/2005~20hrs~0hrs~Vice President / Provide general management activities and assist with clients as required. Activities include information technology support, hiring and firing of employees and cash flow management. Five Star Insurance Group~'NIR'~100 N Central Expwy, Suite 1205~Richardson~TX~75080~Independent Insurance Agent~Insurance Sales Agent~7/1/2005~20hrs~0hrs~Daily supervision activities.|Five Star Advisor Partners, LLC~'IR'~100 N Central Expwy, Suite 1205~Richardson~TX~75080~Other~Owner~2/1/2004~120hrs~80hrs~Entity formed to transact Avantax business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
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