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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-24 |
| TX | RA | APPROVED | 2020-11-19 |
Branch Locations
1864 Woodmoor Drive, Suite 202, Monument, CO 80132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Colrado Springs | CO | 05/1996 | 11/2020 |
| Avantax Advisory Services | Colrado Springs | CO | 11/2002 | 11/2020 |
| Revere Group Cpas & Financial Services, Pllc | Colorado Springs | CO | 08/2002 | Present |
| Lpl Financial | Colorado Springs | CO | 11/2020 | Present |
1) 2020 - Real Estate Rental - Investment Related - 833 N Yale St Spearfish, ND 57783 2) 2002 - Tax Prep/Accounting/CPA - Revere Group CPA - Investment Related - Colorado Springs, CO 80918 3) 2002 - Tax Prep/Accounting/CPA - Financial Services, LLC - Investment Related - Colorado Springs, CO 80918 4) 2019 - Real Estate Rental - 87 N Sherwood, LLC - Investment Related - 87 N Sherwood L Gln Monument, CO 80132 5) 8/2002 - DBA for LPL Business (entity for LPL business) - Revere Financial Group - Investment Related - Colorado Springs, CO 80918 6) 10/2003 - Business Entity For Tax/Investment Purposes Only - K&K Professional Enterprises, LLC - Investment Related - Monument, CO 80132
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
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