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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-02-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert J Whelan Cpa Pc | Poplar Bluff | MO | 08/1988 | Present |
| Avantax Investment Services, Inc. | Poplar Bluff | MO | 09/1990 | 01/2021 |
| Avantax Advisory Services | Poplar Bluff | MO | 04/1994 | 01/2021 |
| Avantax Insurance Agency, Llc | Poplar Bluff | MO | 01/2014 | 01/2021 |
| Lpl Financial, Llc | Poplar Bluff | MO | 01/2021 | Present |
1. 07/01/2018 - ROBERT J WHELAN CPA PC/ TAX PREP/ACCOUNTING/CPA/ INVESTMENT RELATED/ 70%/ POPLAR BLUFF, MO 2. 12/06/2024 - R R & L Sports Training - Other - sports training - Accounting - Not Investment Related - Columbia, MO - Start Date 05/23/2022 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-15 |
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