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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Cincinnati | OH | 10/2002 | 06/2025 |
| Jeffrey D Stewart & Co. | Cincinnati | OH | 12/1999 | 09/2017 |
| Avantax Advisory Services | Cincinnati | OH | 06/2017 | 06/2025 |
| Concentric Wealth Management | Cincinnati | OH | 10/2017 | Present |
| Molly E. Myers Medicare Sales | Cincinnati | OH | 10/2019 | Present |
| Avantax Insurance Agency, Llc | Cincinnati | OH | 07/2004 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. Start Date: 06/03/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - Cincinnati, OH 45202 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 90 2. Start Date: 12/02/2005 - Notary - Notary - Investment related - Milford, OH 45150 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 3. Start Date: 03/20/2020 - Molly E. Myers Medicare Sales - Non-Variable Insurance - Investment related - Milford, OH 45150 - 2 Hrs/Mth - 2 Hrs During Trading. - Time Spent: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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