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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
| NY | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peter Yurkowski Cpa Pc | New York | NY | 03/1997 | Present |
| Avantax Investment Services, Inc. | New York | NY | 12/1999 | 06/2024 |
| Avantax Advisory Services | New York | NY | 08/2000 | 06/2024 |
| Pjy Financial Llc | Hoboken | NJ | 01/2021 | 06/2024 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | New York | NY | 10/2005 | 06/2024 |
| Lpl Financial Llc | New York | NY | 06/2024 | Present |
1) 06/20/2024 - Yurkowski Financial Group, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 07/07/2021 - 150 Hours Per Month/ 0 Hours During Trading 2) 06/20/2024 - Peter Yurkowski CPA, LLC / Tax Prep/Accounting/CPA / Owner / Investment Related / At Reported Business Location(s) / Start date 07/28/2015 - 40 Hrs per month/ 2 Hours During Trading 3) 07/03/2024 - Yurkowski Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/07/2021 - 150 Hours Per Month/ During Trading 4) 07/03/2024 - PJY Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Start Date 07/03/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-22 |
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