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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-22 |
Branch Locations
252 West Savannah Street, Toccoa, GA 30577 • 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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Toccoa | GA | 08/2006 | 12/2022 |
| Avantax Advisory Services | Toccoa | GA | 12/2006 | 12/2022 |
| Avantax Insurance Agency, Llc | Toccoa | GA | 07/2018 | 12/2022 |
| Lpl Financial | Toccoa | GA | 12/2022 | Present |
1-12/2008 / Dini Financial Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TOCCOA, GA 2- 12/2005 / Dini Enterprises Inc. / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / CLARKESVILLE, GA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-02 |
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