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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-17 |
Branch Locations
125 West Mulberry Street, Lancaster, OH 43130 • United States
1364 Gardner Blvd, Norton, OH 44203-6616 • United States
Green , OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conte Co., Cpa Inc. | Norton | OH | 01/1987 | Present |
| Avantax Investment Services, Inc. | Norton | OH | 07/1998 | 11/2020 |
| Avantax Advisory Services | Norton | OH | 02/2000 | 11/2020 |
| Lpl Financial, Llc | Norton | OH | 11/2020 | 07/2026 |
| Ameriprise Financial Services, Llc | Norton | OH | 07/2026 | Present |
Business Ownership; CONTE COMPANY CPA, INC.; Owner; Tax Preparation; 1364 Gardner Blvd, , Norton, OH, 44203; Not Investment-Related; 03/11/1994; 20 to 39 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
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