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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-26 |
Branch Locations
1601 Cooper Point Rd. Nw, Olympia, WA 98502 • United States
2020 Bill Owens Pkwy Ste 160, Longview, TX 75604 • United States
2020 Bill Owens Pkwy Ste 160, Longview, TX 75604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Financial Services, Llc | Longview | TX | 10/2007 | Present |
| Avantax Investment Services, Inc. | Longview | TX | 11/2007 | 03/2021 |
| Avantax Advisory Services | Longview | TX | 02/2018 | 03/2021 |
| Lpl Financial. Llc | Longview | TX | 03/2021 | Present |
1) 12/16/2024- Benchmark Wealth Partners, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At reported business location(s)- Start date 11/18/2024- 160 hours per month- 120 hours per trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
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