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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
4474 Cerritos Avenue, Los Alamitos, CA 90720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve Williams Tax Service | Los Alamitos | CA | 01/1985 | Present |
| Century 21 Advantage | Cypress | CA | 01/1991 | 06/2026 |
| Avantax Investment Services, Inc. | Los Alamitos | CA | 10/1995 | 09/2025 |
| Avantax Advisory Services | Los Alamitos | CA | 02/1998 | 09/2025 |
| Avantax Insurance Services, Llc | Los Alamitos | CA | 08/2013 | 09/2025 |
| Williams Tax & Financial Services | Los Alamitos | CA | 06/2026 | Present |
| Lpl Financial Llc | Los Alamitos | CA | 06/2026 | Present |
| Cetera Wealth Services, Llc | Los Alamitos | CA | 09/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 06/2026 |
1. 5/2026 - STEVE WILLIAMS TAX SERVICE - Tax Prep/Accounting/CPA - INV REL - 160 Hour(s)/Month – 64 Hour(s) During Trading - Los Alamitos CA 90720 - OBA Start date: 02/01/1988 2. 5/2026 - rental - Real Estate Rental - INV REL - 2 Hour(s)/Month – 0 Hour(s) During Trading - SAN CLEMENTE CA 92672 - OBA Start date: 08/14/2024 3. 5/2026 - Williams Tax & Financial Services - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 120 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
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