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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
305 Regency Pkwy, Ste 313, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mansfield | TX | 06/2012 | 05/2024 |
| Avantax Advisory Services | Mansfield | TX | 07/2017 | 05/2024 |
| Avantax Insurance Agency, Llc | Mansfield | TX | 07/2018 | 05/2024 |
| Atlet - Athletes Enhancement Training, Llc | Midlothian | TX | 01/2019 | Present |
| Lpl Financial Llc | Mansfield | TX | 05/2024 | Present |
1) 05/2024 - Karen S Freeman CPA PLLC / Tax Prep/Accounting/CPA / Inv. Related / Midlothian, TX / Start date 05/01/2009 - 80 Hrs per month - 38% Time Spent 2) 05/2024 - Karen S Freeman CPA PLLC / 3) 05/15/2024 - atlet- Athletes Enchancement Training LLC / Business Owner / Baseball trainer / Not Inv. Related / Midlothian, TX / Start date 01/01/2019 - 40 Hrs per month - 20 % Time Spent 4) 05/15/2024 - Atlet LLC /Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Midlothian, TX / Start date 09/28/2015 - 5 Hrs per month - 2 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-17 |
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