Mary Jane Dixon

Current Employers

Employment History

• 01/1967 → Present
  Self Employed (Continuously)
  Houston, TX
• 05/1987 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 09/1993 → 09/2025
  Avantax Advisory Services
  Houston, TX
• 11/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Houston, TX
• 06/2023 → Present
  Integrated Tax And Wealth Strategies
  Baytown, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-09-15 → 2025-09-05
  Avantax Advisory Services
  Houston, TX

Other Businesses

1) MJD Office Management LLC 16830 Royal Crest Dr~Houston~TX~77058~Rental Property Owner/Management~Owner/Sole Proprietor~4/22/2003~1hrs~0hrs~This is my office 2) MJ Dixon Financial Services LLC 16830 Royal Crest Drive~Houston~TX~77058~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/2011~2hrs~0hrs~Tax Preparation/Accounting 3) Nikken 16830 Royal Crest Dr~Houston~TX~77058~Multi-level/Network Marketing (Amway, etc.)~Multi-level/Network Marketing~12/10/2009~2hrs~0hrs~give information, order product for customers 4) Dixon Financial Services 16830 Royal Crest Dr~Houston~TX~77058~Tax Preparation/Accounting~Owner/Sole Proprietor~12/10/2009~200hrs~100hrs~Tax Preparation/Accounting 5) Royal Crest Offices Royal Crest Dr.~Houston~TX~77058~Professional Services - Business/Individual~Owner/Sole Proprietor~1/1/2008~2hrs~0hrs~Meet occasionally and review fine stmts. Prepared by property manger. 6) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: registered representative NATURE: This is the marketing name for financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/05/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 77521 DESCRIPTION: Director of Wealth Management & Planning for the firm. This will include client meetings, strategic relationship management, firm leadership and management, integration of tax planning and portfolio management. 7)ASSOCIATION OF BUSINESS 7 PROFESSIONAL WOMEN POSITION: treasurer NATURE: Social and business support of members who are women business owners in our area. We have a general meeting at breakfast once a month and several evening social meetings throughout the year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2025 ADDRESS: PO Box 58411, Webster TX 77598-8411, United States DESCRIPTION: Collect dues once per year and any funds for special events throughout the year. Make deposits and write checks for bills of organization. Give a monthly report to the board of directors once a month and to the general membership 3 times each year.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-15

Designations