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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2021-05-03 |
Branch Locations
6009 Beltline Rd Suite 245, Dallas, TX 75254 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1135 Grand Central Prkw Ste 250, Office 213, Conroe, TX 77304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services | Dallas | TX | 05/2015 | 04/2021 |
| Avantax Advisory Services | Dallas | TX | 03/2016 | 04/2021 |
| Paj Inc | Dallas | TX | 06/2016 | Present |
| Vt-Capital, Inc. | Dallas | TX | 07/2007 | Present |
| Hutchins Industrial Ventures, Llc | Dallas | TX | 09/2020 | Present |
| Siroos Teherani, Cpa | Dallas | TX | 01/2014 | 04/2021 |
| Lpl Financial Llc | Dallas | TX | 05/2021 | Present |
1) More 2 Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Dallas TX - start date 2016- 2) PAJ, Inc. -Wholesaler Distributor - Chief Financial Officer/part-time - Non-inv. Related- Dallas, TX- start date 6/10/2016 -30hrs/mth 3)ROLLAND SAFE & LOCK COMPANY, L.L.C- Other-Business Owner- Non-Inv. Related- Dallas, TX- start date 2008- 0hrs 4) VT Capital, Inc- Real Estate Rental- Owner- Inv. Related- Dallas, TX- start date 2007- 1hrs/mth 5) TEHMAR, INC- Business Entity For Tax/Investment Purposes Only- Non-inv. Related- Dallas, TX- start date 2000 - 0hrs 6) Real Estate Rental- owner- Inv. Related- Dallas, TX - start date 2010- 1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-10 |
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