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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Cincinnati | OH | 02/2011 | 11/2016 |
| Burke Cpas And Advisors | Cincinnati | OH | 07/1984 | Present |
| Uasi | Cincinnati | OH | 01/1991 | Present |
| Sms Holdings Corporation | Nashville | TN | 02/2002 | Present |
| Avantax Investment Services, Inc. | Cincinnati | OH | 12/2016 | 06/2025 |
| Dynamic Catholic | Cincinnati | OH | 05/2010 | Present |
| James Gettlefinger Family Foundation | Cincinnati | OH | 06/1999 | Present |
| Avantax Advisory Services | Cincinnati | OH | 01/2017 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1.Start Date:06/3/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 120 Hrs/Mth - 20 Hrs During Trading. - Time Spent:50 2.Start Date: 01/01/1991 - United Audit Systems, Inc - Other - Not Investment Related - Cincinnati, OH 45207 - 0 Hrs/Mth -0 Hrs During Trading. - Time Spent:0 3.Start Date: 01/01/1991 - United Audit Systems, Inc - Business Owner - Not Investment Related - Cincinnati, OH 45207 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:5 4.Start Date: 01/01/1996 - Adams Landing Firehouse, LLC - Real Estate Rental - Investment Related - Cincinnati, OH 45202 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:1 5.Start Date: 06/01/2012 - Author - Author - Not Investment Related - Cincinatti, OH 45206 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:10 6.Start Date:07/05/1984 - Burke CPA and Advisors - Business Entity For Tax/Investment Purposes Only - Investment Related - Cincinnati, OH 45202 - 60 Hrs/Mth - 4 Hrs During Trading. - Time Spent:50 7.Start Date:02/01/2002 - Service Management Systems, inc. (SMS Holdings Corporation) - For-Profit Board Member - Not Investment Related - Nashville, TN 37209 - 40 Hrs/Mth - 0 Hrs During Trading. - Time Spent:5 8.Start Date:01/01/1991 - United Audit Systems, Inc. (UASI) - For-Profit Board Member - Not Investment Related - Cincinnati, OH 45207 - 20 Hrs/Mth - 0 Hrs During Trading. - Time Spent:5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-02 |
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