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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-12 |
| WA | RA | APPROVED | 2020-11-12 |
Branch Locations
2518 Bridgeport Way W, University Place, WA 98466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mickleson And Co | Univ. Place | WA | 09/2004 | Present |
| Avantax Investment Services, Inc. | University Place | WA | 10/2004 | 11/2020 |
| Avantax Advisory Services | University Place | WA | 01/2009 | 11/2020 |
| Mickelson And Company, P. S. | University Place | WA | 02/2005 | Present |
| Avanatx Insurance Agency Llc | University Place | WA | 08/2020 | 11/2020 |
| Lpl Financial, Llc | University Place | WA | 11/2020 | Present |
1. 09/08/2023 - Mickelson Wealth Management - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 11/12/2020 - 160 Hours Per Month/160 Hours During Securities Trading 2. 09/08/2023 - Erik D. Mickelson Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 01/15/2021 - 80 Hours Per Month/40 Hours During Securities Trading 3. 09/07/2023 - Erik D Mickelson LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/12/2020 - 120 Hours Per Month/120 Hours During Securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-24 |
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