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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
2082 Business Center Drive #190, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Buena Park | CA | 09/1998 | 01/2025 |
| Avantax Advisory Services | Buena Park | CA | 01/2008 | 01/2025 |
| Bharmal & Associates,Inc | Garden Grove | CA | 03/1999 | Present |
| Sunrise Tax Relief, Inc | Garden Grove | CA | 09/2019 | 01/2025 |
| Avantax Insurance Agency, Llc | Buena Park | CA | 01/2005 | 01/2025 |
| Bharmal & Associates, Inc. | Irvine | CA | 03/1999 | Present |
| Lpl Enterprise | Fort Mill | SC | 01/2025 | Present |
1) 01/17/2025 - Bharmal & Associates, Inc. - Tax Prep/Accounting/CPA - President & CEO - Irvine, CA - 160 hrs/mth - investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-23 |
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