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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
4025 Woodland Park Blvd #250, Arlington, TX 76013 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John W. Brimer, Cpa Pc | Arlington | TX | 05/1992 | 10/2019 |
| Brimer, Perry & Assoc | Arlington | TX | 02/2004 | 10/2019 |
| 1St Global Capital Corp. | Arlington | TX | 08/2008 | 10/2019 |
| 1St Global Advisors, Inc. | Arlington | TX | 08/2008 | 10/2019 |
| Avantax Insurance Services, Inc. | Arlington | TX | 09/2009 | 09/2025 |
| Wealthcare Financial Group, Llc | Arlington | TX | 10/2019 | 10/2023 |
| Avantax Investment Services, Inc. | Arlington | TX | 10/2019 | 09/2025 |
| Avantax Advisory Services | Arlington | TX | 10/2019 | 09/2025 |
| Sunny Day Financial | Arlington | TX | 10/2023 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Arlington | TX | 09/2009 | 09/2025 |
| Cetera Wealth Services, Llc | Arlington | TX | 09/2025 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 07/2026 |
| Lpl Financial Llc | Arlington | TX | 07/2026 | Present |
1. 07/2026 - John W. Brimer, CPA - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Arlington, TX, 76013 – OBA Start Date: 05/01/1992 2. 07/2026 - Sunnyday Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 2 Hour(s)/Month – 2 Hour(s) During Trading – Plano, TX, 75093 – OBA Start Date: 7/9/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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