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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-21 |
| IL | RA | APPROVED | 2020-12-18 |
Branch Locations
1064 104Th Street Ste 100, Naperville, IL 60564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan S. Lewis, Ltd. | Naperville | IL | 07/1993 | Present |
| Avantax Advisory Services | Naperville | IL | 05/2018 | 12/2020 |
| Avantax Investment Services, Inc. | Naperville | IL | 05/2018 | 12/2020 |
| Lpl Financial, Llc | Naperville | IL | 12/2020 | Present |
1) 6/1995 - Notary - Diane Williams - Not Investment Related - Naperville, IL 60564 2) 4/1996 - DBA for LPL Business (entity for LPL business) - Platinum Financial Associates, Inc. - Investment Related - Naperville, IL 60564 3) 8/1998 - Real Estate Rental - Investment Related - 428 Freeport Street, Orangeville, IL 4) 11/19/2021 - SUSAN S. LEWIS, LTD - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - CPA - Started 01/03/2022 - 15 Hours Per Month During Securities Trading - PREPARING INDIVIDUAL INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-11 |
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