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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | Absecon | NJ | 11/2006 | 10/2016 |
| Lawn Financial Services | Absecon | NJ | 01/1996 | Present |
| Avantax Investment Services, Inc. | Absecon | NJ | 11/2016 | 12/2024 |
Kurt J Lawn CPA/PFS 175 White Horse Pike Unit 10B Absecon NJ, 08201; Income tax preparation and accounting services. Individual and business tax preparation. Hours per week dedicated to this activity; 70 hours per week from 2/1 until 4/15.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-15 |
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