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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-25 |
| MD | RA | APPROVED | 2021-12-01 |
Branch Locations
10500 Little Patuxent Pkwy Ste 710, Columbia, MD 21044 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
10500 Little Patuxent Pkwy Ste 710, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Advisors Inc. | Columbia | MD | 03/2013 | 10/2019 |
| 1St Global Capital Corp. | Colubmia | MD | 03/2013 | 10/2019 |
| Bell, Frech & Jacobs, Llc | Columbia | MD | 01/2016 | Present |
| Bfj Wealth Management, Llc | Columbia | MD | 02/2016 | Present |
| Avantax Insurance Services, Inc. | Columbia | MD | 03/2013 | 12/2021 |
| Avantax Investment Services, Inc. | Columbia | MD | 10/2019 | 12/2021 |
| Avantax Advisory Services | Columbia | MD | 10/2019 | 12/2021 |
| Lpl Financial, Llc | Columbia | MD | 12/2021 | Present |
1. 01/01/2016 - BFJ FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ COLUMBIA, MD 2. 01/01/2016 - BELL, FRECH & JACOBS CPA FIRM/ TAX PREP/ACCOUNTING/CPA/ INVESTMENT RELATED/ 0%/ COLUMBIA, MD 3. 12/14/2021 - BFJ WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/01/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
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