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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
2340 Trinity Mills Rd Suite300, Carrollton, TX 75006 • United States
2340 Trinity Mills Rd. Suite 300, Carrollton, TX 75006 • 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 |
|---|---|---|---|---|
| 1St Global Capital Corp | Carrollton | TX | 09/2004 | 10/2019 |
| 1St Global Advisors, Inc. | Carrollton | TX | 08/2005 | 10/2019 |
| Portnoy & Portnoy Llc | Carrollton | TX | 12/2005 | 09/2018 |
| Avantax Insurance Services, Inc. | Carrollton | TX | 06/2007 | 08/2025 |
| Portnoy Financial Services, Llc | Carrollton | TX | 09/2010 | Present |
| Avantax Advisory Services | Carrollton | TX | 10/2019 | 08/2025 |
| Avantax Investment Services, Inc. | Carrollton | TX | 10/2019 | 08/2025 |
| Intuit | San Diego | CA | 01/2021 | 08/2025 |
| Lpl Financial Llc | Carrollton | TX | 08/2025 | Present |
1. 8/2025- Portnoy Investments, Retirements and Wealth Care LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 12/14/2012 2. 8/2025- Portnoy Financial Services LLC- Business Entity For Tax Prep/ Accountig/EA- Inv Rel- Carrollton TX 75006- 50 Hrs Per Mnth- 3 Hrs During Trading- Start Date 10/09/2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-09 |
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