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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
16870 W. Bernardo Dr Ste 260, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Hd Vest Investment Services | San Diego | CA | 08/2012 | 05/2017 |
| H.D.VEst Advisory Services, Inc. | San Diego | CA | 10/2012 | 05/2017 |
| Steven L Nartkter, Cpa Apc | San Diego | CA | 12/2014 | 08/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2017 | 10/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2017 | 10/2020 |
| Steven L Nartker, Cpa | San Diego | CA | 01/2009 | Present |
| Avantax Investment Services, Inc. | San Diego | CA | 10/2020 | 09/2025 |
| Avantax Advisory Services | San Diego | CA | 10/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | San Diego | CA | 10/2020 | 09/2025 |
| Cetera Wealth Services, Llc | San Diego | CA | 09/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Lpl Financial Llc | San Diego | CA | 11/2025 | Present |
1. 11/2025 - HHES Family Rev Tr - Real Estate Rental - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Myrtle Beach, SC 29579 - OBA Start Date: 12/09/2005 2. 11/2025 - HHES Family Rev Tr - Real Estate Rental - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Rio Rancho, NM 87144 - OBA Start Date: 06/10/2005 3. 11/2025 - HHES Family Rev Tr - Real Estate Rental - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - San Diego, CA 92128 - OBA Start Date: 10/13/2016 4. 11/2025 - Steven L Nartker CFP, CPA PFS - Tax Prep/Accounting/CPA - Investment Related - 100 Hrs/Mth - 100 Hrs During Trading - San Diego, CA 92127 - OBA Start Date: 09/15/2009 5. 11/2025 - Nartker Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 50 Hrs/Mth - 50 Hrs During Trading - At Reported Business Location(s) - 11/24/2025 6. 11/2025 - Nartker Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - 50 Hrs/Mth - 50 Hrs During Trading - At Reported Business Location(s) - 11/24/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-21 |
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