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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-18 |
| IL | RA | APPROVED | 2022-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kerestes Tax And Financial Services | Rockford | IL | 10/1996 | Present |
| Avantax Investment Services, Inc. | Rockford | IL | 11/1996 | 01/2022 |
| Avantax Advisory Services | Rockford | IL | 03/1997 | 01/2022 |
| Lpl Financial Llc | Loves Park | IL | 01/2022 | Present |
1)01/10/2022 - KERESTES TAX AND FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2/2004 - 140 Hr/Mth 2)01/10/2022 - KERESTES FINANCIAL SERVICES, INC. - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 01/2004 - 32 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-31 |
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