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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| CA | RA | APPROVED | 2023-12-07 |
Branch Locations
1950 Cordell Court, Ste 101, El Cajon, CA 92020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wade, Howard & Associates, Cpas Llp | El Cajon | CA | 09/2009 | 01/2022 |
| Patrick Howard, Cpa Pc | El Cajon | CA | 09/2009 | 12/2017 |
| 1St Global Capital Corp. | El Cajon | CA | 09/2018 | 10/2019 |
| 1St Global Advisors, Inc. | El Cajon | CA | 09/2018 | 10/2019 |
| Avantax Advisory Services | El Cajon | CO | 10/2019 | 12/2023 |
| Avantax Investment Services, Inc. | El Cajon | CA | 10/2019 | 12/2023 |
| Lpl Financial Llc | El Cajon | CA | 12/2023 | Present |
1)11/20/2023 - HNK Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 90 Hr/Mth 2)11/20/2023 - HNK, CPAS, LLP - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 1/2022 3)11/20/2023 - MATTHEW HOWARD, CPA INC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 90 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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