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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
4425 Plano Parkway Suite 1601, Carrollton, TX 75010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Plano | TX | 01/2016 | 07/2021 |
| My Own Money | Carrollton | TX | 01/2016 | Present |
| Lewis Rubinstein, Cpa | Dallas | TX | 02/2016 | 07/2021 |
| Geary E Allen Pc | Dallas | TX | 02/2017 | 07/2021 |
| Avantax Advisory Services | Plano | TX | 07/2017 | 07/2021 |
| Steve L. Vinson, Cpa | Dallas | TX | 01/2018 | 07/2021 |
| Lpl Financial, Llc | Plano | TX | 07/2021 | Present |
1. 9/17/2021 - Borden Hamman Agency - Investment Related - 9868 Plano Road Dallas, TX 75238 - Non-Variable Insurance - Independent Contractor - Started 09/16/2021 - 2 Hours Per Month During Securities Trading. 2. 12/06/2023 - My Own Money, P.C. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/02/2023 - 180 Hrs/Mo; 120 Hrs During Trading. 3. 12/06/2023 - My Own Money, P.C. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started: 11/02/2023 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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