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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-21 |
Branch Locations
9681 Gladiolus Dr Ste 101, Fort Myers, FL 33908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worden And Associates Pa Cpa Firm | Fort Myers | FL | 06/1993 | Present |
| Avantax Investment Services | Fort Myers | FL | 06/1996 | 12/2020 |
| Avantax Advisory Services | Ft. Myers | FL | 04/1997 | 12/2020 |
| Lpl Financial Llc | Fort Myers | FL | 12/2020 | Present |
1)12/18/2020- McMichael Wealth Group Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Fort Myers, FL-start date 2/14/2020 -100% 2)12/18/2020- Worden, Cook & McMichael- Tax prep business- Owner- Inv. Related- Fort Myers, FL- start date 1987- 35% 3)12/18/2020- Whisper Mountain Ministries- Non-Profit Board Member- Inv. Related- Robbinsville, NC- start date 6/26/2003- 0%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
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