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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-15 |
Branch Locations
600 Market St, Suite 206, Chapel Hill, NC 27516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Durham | NC | 08/2009 | 05/2022 |
| Avantax Investment Services, Inc. | Durham | NC | 08/2009 | 05/2022 |
| Avantax Insurance Agency, Llc | Durham | NC | 01/2016 | 05/2022 |
| Hamilton Financial Associates Inc | Durham | NC | 01/2013 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2022 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | 06/2026 |
| Lpl Financial | Chapel Hill | NC | 06/2026 | Present |
1. 06/2026 - Hamilton Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 20 Hour(s)/Month – 20 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026 2. 06/2026 - Hamilton Financial Associates - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 20 Hour(s) During Trading – Chapel Hill NC 27516 – OBA Start Date: 09/10/2008
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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