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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
| VA | RA | APPROVED | 2024-07-10 |
Branch Locations
6116 Rolling Rd, Ste 114, Springfield, VA 22152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Englert & Associates Cpa'S | Springfield | VA | 01/1976 | Present |
| Avantax Investment Services, Inc. | Springfield | VA | 06/2001 | 07/2024 |
| Avantax Advisory Services | Springfield | VA | 05/2003 | 07/2024 |
| Avantax Insurance Agency, Llc | Springfield | VA | 06/2002 | 07/2024 |
| Lpl Financial Llc | Springfield | VA | 07/2024 | Present |
1- 06/25/2024 / Englert Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 50 hrs mth / At reported business location(s) 2- 06/25/2024 / Englert and Associates CPAs / Tax Prep/Accounting/CPA / Investment Related / 50 hrs mth / Springfield, VA / Start date: 01/10/1976
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-12 |
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