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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Denham Springs | LA | 10/1991 | 09/2025 |
| Avantax Advisory Services | Denham Springs | LA | 09/1993 | 09/2025 |
| Indexed Annuities | Denham Springs | LA | 05/2025 | Present |
| Cetera Wealth Services, Llc | Denham Springs | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) John E. McPherson~8789 ARNOLD ROAD~DENHAM SPRINGS~LA~70726~Independent Insurance Agent~Insurance Sales Agent~2/25/1992~1hrs~0hrs~SALES 2) Real Estate Rental~8789 Arnold Road~Denham Springs~LA~70726~Rental Property Owner/Management~Owner/Sole Proprietor~3/3/2004~1hrs~1hrs~rental property management 3) JOHN E MCPHERSON JR LLC POSITION: MEMBER NATURE: INCOME TAX AND BOOKKEEPING INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1990 ADDRESS: 8789 Arnold Rd, Denham Springs LA 70726, United States DESCRIPTION: PREPARING TAX RETURNS AND BOOKKEEPING 4) John McPherson Income Tax; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; ; 01/01/1990; 8789 Arnold Road Denham Springs LA 70726; income tax preparation and bookkeeping services 5) MTJE PROPERTIES LLC; MEMBER; RESIDENTIAL REAL ESTATE RENTAL TO INDIVIDUALS; NIR; 2; 10/31/2022; 8789 Arnold Rd Denham Springs LA 70726; MANAGE RESIDENTIAL RENTAL PROPERTIES, PAPERWORK ASSOCIATED WITH RENTALS, ARRANGING MAINTENANCE ON THE RENTAL PROPERTIES. recommend appropriate options as needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
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