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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED_RES | 2022-05-05 |
Branch Locations
3550 Stevens Creek Blvd 350, San Jose, CA 95117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | San Jose | CA | 12/2003 | 05/2022 |
| Tax Express | San Jose | CA | 01/2003 | Present |
| Avantax Advisory Services Llc | San Jose | CA | 02/2004 | Present |
| Avantax Insurance Agency Llc | San Jose | CA | 02/2012 | 05/2022 |
| Ray Kong Residential Rentals | San Jose | CA | 01/1995 | Present |
| Lpl Financial Llc | San Jose | CA | 05/2022 | Present |
1)04/29/2022 - TAX EXPRESS ACTIVE - Owner - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 01/2003 2)04/29/2022 - RAYMOND J. KONG, EA - CPA business - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 01/2003 3)04/29/2022 - Ray Kong Residential Rentals - Owner of Real Estate Rental - Inv Rel - Start: 01/1995
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-06 |
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