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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-04 |
Branch Locations
1920 S. Archibald Ave. #F, Ontario, CA 91761 • United States
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-03 |
Branch Locations
1920 S Archibald Ave Suite F, Ontario, CA 91761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Ontario | CA | 04/2015 | 05/2021 |
| Burns Accounting & Tax Service | Norco | CA | 10/2011 | Present |
| Burns Tax & Wealth Management | Ontario | CA | 10/2011 | Present |
| Avantax Insurance Agency, Llc | Ontario | CA | 02/2016 | 05/2021 |
| Avantax Advisory Services | Ontario | CA | 09/2019 | 05/2021 |
| Lpl Financial Llc | Ontario | CA | 05/2021 | Present |
| Verus Capital Partners, Llc | Ontario | CA | 06/2021 | Present |
1) 05/13/2021 - HAL BURNS & ASSOCIATES, INC - Owner of a Tax prep, Accounting and Bookkeeping business -Other - Inv Rel - At Reported Business Location(s) - Start: 10/19/2010. 2) 05/13/2021- Verus Capital Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) . 3) 8/11/2021 - TM Professionals - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 06/11/2021 - 5 Hours Per Month During Securities Trading. 4) 11/5/2021 - Hal Burns and Associates - DBA: Burns Tax and Wealth Management - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - President / Owner - Started 06/11/2021 - 60 Hours Per Month/50 Hours During Securities Trading - Prepare taxes for personal, corp, non-profit and partnership returns. 5) 11/17/2021 - Burns Tax & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/11/2021 - 100 Hours Per Month/4 Hours During Securities Trading. 6) 09/24/2025 - Verus Capital Partners, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/16/2021 - 100 Hrs/Mth - 75 Hrs During Trading.I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2021]. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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