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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-04 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
1795 Third Street, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Bishop | CA | 04/2014 | 01/2021 |
| Avantax Advisory Services | Bishop | CA | 04/2014 | 01/2021 |
| Avantax Insurance Agency Llc | Bishop | CA | 03/2020 | 01/2021 |
| Lpl Financial Llc | Bishop | CA | 01/2021 | Present |
| Advisor Resource Council | Bishop | CA | 01/2021 | Present |
1) 2026-04-23 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Napa Valley Financial - DBA for LPL Business (entity for LPL business) - Y - 40 - 40 - at reported business location(s) - 2026-04-20 - Financial Advisor duties 2) 2024-05-07 - Advisor Resource Council - Registered Investment Advisor DBA - Y - 20 - 20 - at reported business location(s) - 2024-04-25 - 3) 2024-05-07 - Advisor Resource Council - Registered Investment Advisor Hybrid - Y - 140 - 20 - at reported business location(s) - 2024-04-25 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
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