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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
1075 Kingwood Dr. Ste 201, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Kingwood | TX | 05/1987 | 09/2025 |
| Avantax Advisory Services | Kingwood | TX | 01/1995 | 09/2025 |
| Avantax Insurance Agency, Llc | Kingwood | TX | 08/1988 | 09/2025 |
| Provision Brokerage | Dallas | TX | 09/2016 | Present |
| Cetera Wealth Services, Llc | Kingwood | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ProVision Brokerage~'NIR'~12222 Merit Dr~Dallas~TX~75251~Insurance Agent~Sales Associate/Executive~9/29/2016~1hrs~1hrs~Insurance Product Sales|Lynn D. Fletcher, P.C.~'NIR'~1075 Kingwood Drive, Suite 201~Kingwood~TX~77339~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1994~110hrs~85hrs~Certified Public Accountant|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-10 |
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