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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED_RES | 2023-06-21 |
Branch Locations
12300 S Shore Blvd Suite 216, Wellington, FL 33414 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Lake Worth | FL | 08/2013 | 05/2023 |
| Avantax Insurance Agency Llc | Lake Worth | FL | 08/2013 | 05/2023 |
| 3Hl Accountants | Lake Worth | FL | 07/2011 | Present |
| Avantax Advisory Services | Lake Worth | FL | 10/2014 | 05/2023 |
| Three Harbor Lights Llc | Lake Worth | FL | 07/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2023 | Present |
1) 3HL ACCOUNTANTS, Lake Worth FL, 04/2023, President, Tax Service, INV REL, 160 HR/MO, 160 Trading 2) THREE HARBOR LIGHTS LLC, Lake Worth FL, 08/2021, Utilizing a trade name/dba, INV REL, 120 HR/MO, 120 Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-11 |
| S66 | Uniform Combined State Law Examination | 2000-12-28 |
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