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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jackson | MI | 04/2011 | 11/2016 |
| Hilliard Lyons | Jackson | MI | 11/2016 | 05/2019 |
| Avantax Investment Services | Jackson | MI | 11/2019 | 11/2024 |
| Avantax Advisory Services | Jackson | MI | 11/2019 | 11/2024 |
| Unemployed | Clarklake | MI | 05/2019 | 11/2019 |
| Avantax Insurance Agency, Llc | Jackson | MI | 11/2019 | 11/2024 |
| Bradley W Goldsmith & Associates Llc | Jackson | MI | 11/2019 | Present |
| Lpl Financial Llc | Jackson | MI | 11/2024 | Present |
1 - 10/2024 - Goldsmith and Associates - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 10/2024 - BRADLEY W. GOLDSMITH & ASSOCIATES, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - MI 49203 - OBA Start Date: 01/01/2023. 3 - 10/2024 - GOLDSMITH AND ASSOCIATES - Tax Prep/Accounting/CPA - Inv Related - 160 Hours/Month - 8 Hours During Trading - MI 49203 - OBA Start Date: 01/01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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