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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-20 |
| OH | RA | APPROVED | 2023-06-05 |
| TX | RA | APPROVED_RES | 2023-06-01 |
Branch Locations
Fort Myers, FL • United States
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Columbus | OH | 09/1994 | 06/2023 |
| Avantax Advisory Services | Columbus | OH | 08/1995 | 06/2023 |
| Bodine Perry, Llc | Columbus | OH | 09/2008 | 07/2020 |
| Steve Elsea, Trustee | Dublin | OH | 08/2014 | 06/2023 |
| Avantax Insurance Agency, Llc | Columbus | OH | 09/2018 | 06/2023 |
| Lpl Financial Llc | Columbus | OH | 06/2023 | Present |
1) 04/21/2023 - Elsea Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 100 Hours per month. 2) 04/21/2023 - Bluestone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 0 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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