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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Canadian | TX | 04/1994 | 10/2019 |
| 1St Global Advisors, Inc | Canadian | TX | 08/1995 | 10/2019 |
| Avantax Insurance Services, Inc. | Canadian | TX | 07/2006 | 12/2020 |
| Fillingim, Gardiner, Green & Mcnair | Canadian | TX | 11/2009 | Present |
| Avantax Advisory Services | Canadian | TX | 10/2019 | 12/2020 |
| Avantax Investment Services, Inc. | Canadian | TX | 10/2019 | 12/2020 |
| Lpl Financial, Llc | Candian | TX | 01/2021 | Present |
1) 1984 - Tax Prep/ Accounting/ CPA - MICHAEL GARDINER, P.C. CPA - Investment Related - Canadian, TX 79014 2) 2015 - Notary - Investment Related - Canadian, TX 79014 3) 1996 - Non-Variable Insurance - WEST TEXAS WEALTHCARE ADVISORS - Investment Related - Canadian TX 79014 4) 2010 - DBA for LPL Business (entity for LPL business) - WEST TEXAS WEALTHCARE ADVISORS, LLC - Investment Related - Canadian, TX 79014 5) 1984 - CPA Affiliate Program - Mineral Interest - Investment Related - Canadian, TX 79014
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-02 |
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