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Bridget Arlene Mcdermott

LPl Financial LLC

Angola, IN

Lyons, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-01
OH RA APPROVED 2021-05-25
IN RA APPROVED 2021-05-24
  • TX RA
    APPROVED_RES
    Since 2023-09-01
  • OH RA
    APPROVED
    Since 2021-05-25
  • IN RA
    APPROVED
    Since 2021-05-24

Branch Locations

707 E Maumee St, Angola, IN 46703 • United States

15651 County Road 8, Lyons, OH 43533 • 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
Avantax Investment Services, Inc. Lyons OH 08/1995 05/2021
Avantax Advisory Services Lyons OH 01/1997 05/2021
Avantax Insurance Agency, Llc Lyons OH 12/2017 05/2021
Avantax Insurance Agency, Llc Lyons OH 07/2018 05/2021
Lpl Financial, Llc Lyons OH 05/2021 Present
  • 08/1995 → 05/2021
    Avantax Investment Services, Inc.
    Lyons, OH
  • 01/1997 → 05/2021
    Avantax Advisory Services
    Lyons, OH
  • 12/2017 → 05/2021
    Avantax Insurance Agency, Llc
    Lyons, OH
  • 07/2018 → 05/2021
    Avantax Insurance Agency, Llc
    Lyons, OH
  • 05/2021 → Present
    Lyons, OH
Previous Registrations
  • 1999-05-19 → 2021-05-28
    Avantax Advisory Services
    Lyons, OH
Other Businesses

1) 05/24/2021 - Real Estate Rental - Little Bear Acres, Inc. - Investment Related - Start Date 10/2008 - Time Spent 1% - Lyons, OH 2) 05/24/2021 - Notary - Bridget A. Raab - Not Investment Related - Start Date 8/2018 - Time Spent 1% - Lyons, OH 3) 05/24/2021 - Business Entity For Tax/Investment Purposes Only - Village Tax Services, Inc. - Not Investment Related - Start Date 1/1987 - 0 hours per month/ during trading - Lyons, OH 4) 05/24/2021 - DBA for LPL Business (entity for LPL business) - Village Tax & Financial Services, LLC - Investment Related - Start Date 1/2014 - Time Spent 25% - At Reported Business Location(s) 5) 05/24/2021 - Tax Prep/Accounting/CPA - Village Tax & Financial Services, LLC - Investment Related - Start Date 1/2014 - Time Spent 25% - Lyons, OH 6) 05/24/2021 - Non-Variable Insurance - Village Tax & Financial Services, LLC - Investment Related - Start Date 1/2014 - Time Spent 1% - At Reported Business Location(s) 7) 05/24/2021 - Business Entity For Tax/Investment Purposes Only - Town & Country Tax & Financial Services, LLC - Not Investment Related - Start Date 5/2004 - Lyons, OH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-03
S63 Uniform Securities Agent State Law Examination 1996-02-01
  • S65 Uniform Investment Adviser Law Examination
    2005-06-03
  • S63 Uniform Securities Agent State Law Examination
    1996-02-01
Other Names
  • Bridget Arlene Debacker
  • Bridget Arlene Raab
  • Bridget Arlene Mcrobert

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