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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-20 |
| TX | RA | APPROVED | 2020-11-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roger Given Inc | Colordo Springs | CO | 08/1990 | Present |
| Avantax Investment Services, Inc. | Colorado Springs | CO | 01/1992 | 11/2020 |
| Office Space Rental | Colorado Springs | CO | 06/1992 | Present |
| Avantax Advisory Services | Colorado Springs | CO | 05/1996 | 11/2020 |
| Usafa | Usafa | CO | 07/2011 | Present |
| Avantax Insurance Agency, Llc | Colorado Springs | CO | 02/1994 | 11/2020 |
| Lpl Financial | Colorado Springs | CO | 11/2020 | Present |
1)1990 - TAX PREP/ACCOUNTING/CPA - ROGER GIVEN INC DBA GIVEN & ASSOCIATES, CPA'S, PC - 20HRS/MO 15HRS DURING TRADING - INVESTMENT RELATED - COLORADO SPRINGS, CO 80919 2) 09/21/2022 - No Business Name - Investment Related - Colorado Springs, CO 80906 - Real Estate Rental - Owner - Start Date - 12/22/2021 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-02 |
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