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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
610 N Town East Blvd Ste 102 Suite 102, Mesquite, TX 75150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed (Tax Practice) | Dallas | TX | 11/1977 | Present |
| Avantax Investment Services, Inc. | Mesquite | TX | 01/1991 | 07/2021 |
| Avantax Advisory Services | Mesquite | TX | 10/1993 | 07/2021 |
| Jim Wade Enterprises Inc | Mesquite | TX | 01/2013 | Present |
| Lpl Financial, Llc | Mesquite | TX | 07/2021 | Present |
1) 07/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - UNITY FINANCIAL SERVICES - INVESTMENT RELATED - MESQUITE, TX 75150 - Started 01/1977 2) 07/2021 - TAX PREP/ACCOUNTING/CPA - UNITY FINANCIAL SERVICES - INVESTMENT RELATED - MESQUITE, TX 75150 - Started 01/1977 3) 07/2021 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES - JIM WADE ENTERPRISES, INC - NOT INVESTMENT RELATED - MESQUITE, TX 75150 - Started 2013 4) 07/2021 - OTHER-NOTARY - JAMES WADE - NOT INVESTMENT RELATED - MESQUITE, TX 75150 - 1980 5) 04/22/2024 - Dallas County Elections - Outside/W-2 Employment - Election Judge - Not Investment Related - 127 N Collins Road, Sunnyvale, TX 75182 - Start Date 03/05/2024 - 12 Hours Per Month/ 8 Hours During Trading 6) 02/10/2026 - Client IRA - Other - Spouse is Beneficiary on Client IRA - Not Investment Related - At Reported Business Location(s) - Start Date 07/28/2021 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-21 |
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