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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Jackson | MI | 08/2014 | 11/2024 |
| Bradley W. Goldsmith & Associates, Llc | Jackson | MI | 01/2013 | Present |
| Avantax Advisory Services | Jackson | MI | 01/2017 | 11/2024 |
| Lpl Financial Llc | Jackson | MI | 11/2024 | Present |
1 - 10/2024 - BRADLEY W. GOLDSMITH & ASSOCIATES, LLC - Tax Prep/Accounting/CPA - Inv Related - 160 Hours/Month - 8 Hours During Trading - MI 49203 - OBA Start Date: 12/31/2012. 2 - 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). 3 - 10/2024 - BWG REAL ESTATE LLC - Real Estate Rental - Inv Related - OBA Start Date: 04/30/2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-31 |
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