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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
400 So Padre Island Dr Suite 203, Corpus Christi, TX 78405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleaverlin & Company Cpas | Corpus Christi | TX | 06/1977 | Present |
| Avantax Investment Services, Inc. | Corpus Christi | TX | 09/1987 | 09/2025 |
| Avantax Insurance Agency, Llc | Corpus Christi | TX | 03/1997 | 09/2025 |
| Avantax Advisory Services | Corpus Christi | TX | 09/2022 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Corpus Christi | TX | 01/1997 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Corpus Christi | TX | 01/1997 | 09/2025 |
| Cetera Wealth Services, Llc | Corpus Christi | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) William H. Cleavelin CPA; 410 So Padre island Dr, Suite 101, Corpus Christi, TX 78405; Accounting Tax Preparation/Accounting; 7/1/1977; 173hrs; 126hrs; Practice management, tax return preparation and accounting processing and review
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-11 |
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