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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | San Angelo | TX | 01/2014 | 08/2021 |
| Avantax Insurance Services, Inc. | San Angelo | TX | 01/2014 | 08/2021 |
| Avantax Investment Services, Inc. | San Angelo | TX | 01/2014 | 08/2021 |
| Avantax Insurance Agency Inc | San Angelo | TX | 03/2014 | 08/2021 |
| Avantax Insurance Agency, Llc | San Angelo | TX | 01/2014 | 08/2021 |
| Reed, Mckee & Co., P.C | San Angelo | TX | 10/2018 | 11/2018 |
| Lpl Financial Llc | San Angelo | TX | 08/2021 | Present |
| Dennis Reed Cpa | San Angelo | TX | 01/2014 | 09/2021 |
1) 09/02/2021 - FIRST LEGACY WEALTH MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2021 2) 09/02/2021 - Modawell & Ward Properties LLC - Owner of Real Estate Rental - Inv Rel - San Angelo,TX - Start: 2019 - 1 Hr/Mth 3) 09/02/2021 - REED AND MODAWELL, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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