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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M.J. Miller & Co., Cpa`S | Hartville | OH | 05/1983 | Present |
| Avantax Investment Services, Inc. | Hartville | OH | 08/1997 | 10/2020 |
| Avantax Advisory Services | Hartville | OH | 09/2013 | 11/2020 |
| Avantax Insurance Agency, Inc. | Hartville | OH | 01/2014 | 11/2020 |
| Lpl Financial | Hartville | OH | 11/2020 | Present |
1) 8/2002 - Business Owner - WILDLIFE LIMITED, LTD - Not Investment Related - 47901 Foxes Bottom Rd, Cadiz, OH 43907 2) 2020 - Notary - Derwood Miller - Not Investment Related - Hartville, OH 44632 3) 2001 - Real Estate Rental - Cornerstone Properties of Lake, LLC - Investment Related - 700 S Prospect Ave, Hartville, OH 44632 4) 2006 - Tax Prep/Accounting/CPA - MJ Miller & Co CPAs - Investment Related - Hartville, OH 44632 5) 4/6/2021 - D. Scott Miller Investments LLC - Investment Related â?" At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/2/2021 - 80 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-18 |
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