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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-01 |
Branch Locations
751 Rancheros Drive Suite 6, San Marcos, CA 92069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Insurance Agency, Llc | San Marcos | CA | 06/2019 | 05/2021 |
| Alan's Bookkeeping And Tax Service | San Marcos | CA | 06/2013 | 11/2020 |
| H&R Block | Glendale | AZ | 12/2015 | 12/2016 |
| Avantax Advisory Services | San Marcos | CA | 10/2018 | 05/2021 |
| Tri City Christian School | Vista | CA | 02/2018 | 08/2020 |
| Starkey Brothers Tax Inc. | San Marcos | CA | 01/2019 | Present |
| Avantax Investment Services, Inc. | San Marcos | CA | 02/2017 | 05/2021 |
| Lpl Financial, Llc | San Marcos | CA | 05/2021 | Present |
| Verus Capital Partners, Llc | San Marcos | CA | 06/2021 | Present |
1) 05/28/2021 - Starkey Brothers, Inc. - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 06/01/2018 - 120 Hrs/Mth - 50 Hrs During Trading. 2) 05/28/2021 - Verus Capital Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start:6/30/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 05/28/2021 - SGG Ventures, LLC - Real Estate Rental - Owner - Inv Rel - San Marcos, CA - Start: 10/09/2020 - 10 Hrs/Mth - 0 Hrs During Trading. 4) 7/29/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/31/2021 - 24 Hours Per Month/8 Hours During Securities Trading - Time Spent 15% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 24 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. 5) 08/21/2025 - Real Estate Rental - Investment Related - Hemet, CA - Start Date:07/25/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 6) 09/02/2025 - Real Estate Rental - Investment Related - Menifee, CA - Start Date:09/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 7) 11/26/2025 - Real Estate Rental - Investment Related - Winchester, CA - Start Date 11/17/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-23 |
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