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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-04
  • CA RA
    APPROVED
    Since 2021-08-04

Branch Locations

1920 S. Archibald Ave. #F, Ontario, CA 91761 • United States

Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-03
  • CA RA
    APPROVED
    Since 2021-06-03

Branch Locations

1920 S Archibald Ave Suite F, Ontario, CA 91761 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2015 → 05/2021
    Avantax Investment Services, Inc.
    Ontario, CA
  • 10/2011 → Present
    Burns Accounting & Tax Service
    Norco, CA
  • 10/2011 → Present
    Burns Tax & Wealth Management
    Ontario, CA
  • 02/2016 → 05/2021
    Avantax Insurance Agency, Llc
    Ontario, CA
  • 09/2019 → 05/2021
    Avantax Advisory Services
    Ontario, CA
  • 05/2021 → Present
    Ontario, CA
  • 06/2021 → Present
    Ontario, CA
Previous Registrations
  • 2019-09-05 → 2021-05-14
    Avantax Advisory Services
    Ontario, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
S63 Uniform Securities Agent State Law Examination 2015-09-04
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
  • S63 Uniform Securities Agent State Law Examination
    2015-09-04

View on SEC IAPD

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