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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-24 |
Branch Locations
4778 North 300 West , Ste 200, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blaylock & Company Cpa, Pc | Provo | UT | 08/1976 | Present |
| Avantax Investment Services, Inc. | Provo | UT | 05/2018 | 04/2024 |
| Avantax Advisory Services | Provo | UT | 11/2018 | 04/2024 |
| Avantax Insurance Agency, Llc | Provo | UT | 12/2018 | 04/2024 |
| Lpl Financial Llc | Provo | UT | 04/2024 | Present |
1) 02/2024 - Blaylock & Company / Tax Prep/Accounting/CPA / CEO / Inv. Related / Provo, UT / Start date 03/29/2024 - 25 Hrs per month - 60 % Time Spent 2) 02/2024 - VIGOREN & BLAYLOCK LLC / Real Estate Rental / No Inv. Related / Provo, UT / Start date 01/01/2022 - 3) 02/2024 - Blaylock Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)100 Hrs per month / 60% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-07 |
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