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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2024-12-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Florida Tax Advisors, Llc | Spring Hill | FL | 01/2003 | 12/2024 |
| Kms Financial Services, Inc | Seattle | WA | 08/2015 | 11/2020 |
| Securities America, Inc. | Spring Hill | FL | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Spring Hill | FL | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Spring Hill | FL | 06/2024 | 12/2024 |
| Osaic Wealth, Inc. | Spring Hill | FL | 06/2024 | 12/2024 |
| Lpl Financial Llc | Spring Hill | FL | 12/2024 | Present |
1- 12/2024 / Advisors Tax Prep LLC / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / 10 hrs during trading / Spring Hill, FL / Start date: 03/13/2006 2- 12/2024 / Florida Tax Advisors LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 10 hrs mth / 10 hrs during trading / At reported business location(s) 3- 12/2024 / Gardner Holdco Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / 1 hr during trading / Spring Hill, FL / Start date: 01/01/2024 4- 12/2024 / Gardner Family Limited Liability Limited Partnerhship / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 2 hr mth / 2 hr during trading / Spring Hill, FL / Start date: 07/15/2010 5- 12/2024 / Kara Evans, ESQ & AFLAC / Other-Referral Agreement / Investment Related / 1 hr mth / 1 hr during trading / Spring Hill, FL / Start date: 08/26/2002 6- 12/2024 / Florida Tax Advisors / Insurance Agency / Investment Related / 10 hrs mth / 10 hrs duirng trading / Spring Hill, FL / Start date: 01/13/2003 7- 12/2024 / MSP Investment Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Petersburg FL / Start date: 03/07/2014 8- 12/2024 / Florida Tax Advisors Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 9- 12/2024 / The W&G Investment Group LLC / Real Estate Rental / Investment Related / 1 hr mth / 1 hr during trading / Spring Hill, FL / Start date: 06/09/2003 10) 12/13/2024 - Florida Tax Advisors, LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/13/2003 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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