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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Washington | PA | 12/2013 | 01/2024 |
| Aaron Accounting, Pc | Washington | PA | 11/2013 | Present |
| Avantax Advisory Services | Washington | PA | 12/2013 | 01/2024 |
| Avantax Insurance Agency, Llc | Washington | PA | 12/2013 | 01/2024 |
| Lpl Financial Llc | Washington | PA | 01/2024 | Present |
1) 12/2023 - Aaron Asset Management LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 10 Hrs per month / 100% Time Spent 2) 12/2023 - Seasonal Rental Property to start / Real Estate Rental / Co-owner / Inv. Related / 33928,FL / Start date 01/01/2024 - 1 Hrs per month - 1% Time Spent 3) 12/2023 - Aaron Accounting PC / Outside/W-2 Employment / Non Inv. Related / Washington PA / Start date 01/01/2014 - 10 Hrs per month - 10% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-29 |
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