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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jll Consulting Llc | Norton Shores | MI | 11/2001 | 10/2022 |
| Comfort Control Supply Co., Inc. Dba Johnstone Supply | Muskegon | MI | 12/2014 | 11/2018 |
| Strategic Accounting And Tax Solutions, Llc | Norton Shores | MI | 11/2018 | Present |
| 1St Global Capital Corp. | Norton Shores | MI | 06/2019 | 10/2019 |
| 1St Global Advisors Inc | Norton Shores | MI | 06/2019 | 10/2019 |
| Avantax Insurance Services | Norton Shores | MI | 08/2019 | 12/2024 |
| Avantax Investment Services, Inc. | Norton Shores | MI | 10/2019 | 12/2024 |
| Avantax Advisory Services | North Shores | MI | 10/2019 | 12/2024 |
| Lpl Financial, Llc | Norton Shores | MI | 01/2025 | Present |
1 - 01/2025 - Finao, LLC - Real Estate Rental - Inv Related - 1 Hour/Month - MI 49461 - OBA Start Date: 11/01/2001. 2 - 01/2025 - Strategic CPA Investment & Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 01/2025 - Strategic CPA Accounting & Tax Solutions LLC. - Tax Prep/Accounting/CPA - Inv Related - MI 49441 - OBA Start Date: 11/15/2018. 4 - 01/2025 - Dez Consulting LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 49441 - OBA Start Date: 10/27/2022. 5 - 01/2025 - Dez Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 49441 - OBA Start Date: 11/15/2017. 6 - 01/2025 - Finao, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - MI 49441 - OBA Start Date: 11/01/2001.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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