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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED_RES | 2023-12-11 |
Branch Locations
7358 North La Cholla Blvd, Ste 106, Tucson, AZ 85741 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Accounting Inc Dba Financial Guidance Services Plc | Tucson | AZ | 10/1999 | Present |
| Avantax Investment Services, Inc. | Tucson | AZ | 08/2006 | 12/2023 |
| Financial Guidance Services | Tucson | AZ | 10/1999 | Present |
| Avantax Advisory Services | Tucson | AZ | 12/2008 | 12/2023 |
| Avantax Insurance Agency, Llc | Tucson | AZ | 08/2012 | 12/2023 |
| Piper Accounting | Tucson | AZ | 09/2016 | 09/2018 |
| Pinnacle Accounting Inc | Tucson | AZ | 09/2016 | Present |
| Pinnacle Executive Llc | Tucson | AZ | 01/2008 | Present |
| Rental Property | Tucson | AZ | 01/2016 | Present |
| Lpl Financial Llc | Tucson | AZ | 12/2023 | Present |
1)11/24/2023 - Financial guidance services PLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2002 - 90 Hr/Mth 2)11/24/2023 - Pinnacle Executive Suites LLC - Commercial Real Estate Rental - Inv Rel - Tucson, AZ - Start: 01/2008 - 20 Hr/Mth 3)11/24/2023 - Pinnacle Accounting INC - Tax Prep/Accounting/Enrolled A gent (EA) - Inv Rel - At Reported Business Location(s) - Start: 10/2001 - 7 Hr/Mth 4)11/24/2023 - 2421 TOM WATSON LLC - Vacation Real Estate Rental - Inv Rel - Tucson, AZ - Start: 01/2016 - 10 Hr/Mth 5)11/24/2023 - 2049 W Cholla Vista Drive LLC - 049 W Cholla Vista Drive LLC - Inv Rel - Tucson, AZ - Start: 12/2013 - 10 Hr/Mth 6)11/24/2023 - Linzy's Property Management - Activity has been created and filed with the Arizona Corporation Commission but business activity has not commenced as of 12/08/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-27 |
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