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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-11-29 |
Branch Locations
210 W Highland Rd Ste 104, Highland, MI 48357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Tax Service | Waterford | MI | 01/1999 | Present |
| National Planning Corporation | Highland | MI | 10/2000 | 11/2017 |
| Lpl Financial Llc | Highland | MI | 11/2017 | Present |
1. 11/29/2017 - Becker Bonham Mngmt, LLC - Not Investment Related - At Reported Business Location(s) - Other - Owner/Manager - Start Date 10/2003 - Becker Bonham Mngmt, LLC - Owner/Manager - Management of Office Building - Pay rent, utilities. 2. 11/29/2017 - ADVANTAGE BOOKKEEPING - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - OWNER/SOLE PROPRIETOR - Start Date 10/2017. 3. 11/29/2017 - ADVANTAGE TAX & FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner; Tax Preparer; Financial Advisor - Start Date 2007. 4. 01/12/2018 - Advantage Tax Service Inc - DBA: Advantage Tax & Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/30/2017 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 9/19/2018 - No Business Name - Investment Related - Location: Where ever needed - Other-Notary - Started 09/06/2018 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-31 |
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