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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-26
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2007 → Present
    Benchmark Financial Services, Llc
    Longview, TX
  • 11/2007 → 03/2021
    Avantax Investment Services, Inc.
    Longview, TX
  • 02/2018 → 03/2021
    Avantax Advisory Services
    Longview, TX
  • 03/2021 → Present
    Longview, TX
Previous Registrations
  • 2018-02-13 → 2021-03-31
    Avantax Advisory Services
    Longview, TX
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-28
S65 Uniform Investment Adviser Law Examination 1995-04-26
  • S63 Uniform Securities Agent State Law Examination
    1995-04-28
  • S65 Uniform Investment Adviser Law Examination
    1995-04-26
Designations
Other Names
  • Ashley Rose Deboard
  • Ashley Duser

View on SEC IAPD

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