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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-24 |
| MD | RA | APPROVED | 2021-12-01 |
Branch Locations
10500 Little Patuxent Pkwy Ste 710, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell, Frech, & Jacobs, Llc | Columbia | MD | 01/2015 | Present |
| Avantax Investment Services, Inc. | Columbia | MD | 08/2020 | 12/2021 |
| Avantax Advisory Services | Columbia | MD | 08/2020 | 12/2021 |
| Bfj Wealth Management, Llc | Columbia | MD | 01/2021 | Present |
| Lpl Financial, Llc | Columbia | MD | 12/2021 | Present |
1. 12/2/2021 - BFJ FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1.1.16. 2. 12/2/2021 - BELL, FRECH & JACOB, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 1.1.2015 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Tax preparation, bookkeeping, other tax/accounting consulting services. 3. 12/14/2021 - BFJ WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 09/24/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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