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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
1810 E Fm 700, Big Spring, TX 79720 • United States
1810 E Fm 700, Big Spring, TX 79720 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Stone Cpa | Big Spring | TX | 08/1984 | Present |
| Avantax Investment Services, Inc. | Big Spring | TX | 10/1989 | 08/2021 |
| Avantax Advisory Services | Big Springs | TX | 10/1993 | 09/2021 |
| Stone Insurance | Big Spring | TX | 09/1993 | Present |
| Hall Family Trust | Big Spring | TX | 05/2018 | 06/2021 |
| Lpl Financial, Llc | Big Spring | TX | 09/2021 | Present |
1) 1982 - Tax Prep/Accounting/CPA - Steven Stone CPA - Investment Related - Big Spring, TX 79720 2) 2021 - DBA for LPL Business (entity for LPL business) - FIRST LEGACY WEALTH MANAGEMENT, LLC - Investment Related - Big Spring, TX 79720 3) 2011 - Notary - Steven Stone - Not Investment Related - Big Spring, TX 79720 4) 1992 - Non-Variable Insurance - Stone Insurance - Investment Related - Big Spring, TX 79720
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-11 |
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