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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED_RES | 2024-02-02 |
Branch Locations
30 Poverty Rd, Southbury, CT 06488 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bedard & Company, Pc | Southbury | CT | 07/1996 | Present |
| Avantax Investment Services, Inc. | Southbury | CT | 05/2010 | 02/2024 |
| Offmainre, Llc | Southbury | CT | 08/2002 | Present |
| Avantax Advisory Services | Southbury | CT | 10/2010 | 02/2024 |
| Avantax Insurance Agency, Llc | Southbury | CT | 11/2012 | 02/2024 |
| Premier Pay Solutions, Llc | Southbury | CT | 11/2018 | 12/2022 |
| Lpl Financial Llc | Southbury | CT | 02/2024 | Present |
1) 01/29/2024 - Dan Bedard - Non-Variable Insurance - Selling: LIFE,DISABILTY AND LONG TERM CARE - CT, 06488 - Investment related - 2 Hours per month - Start date: 08/22/2011. 2) 01/29/2024 - Bedard Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 105 Hours per month. 3) 01/29/2024 - offmainre, LLC - Business Entity For Tax/Investment Purposes Only - CT, 06488 - Non investment related - 0.5 Hours per month - Start date: 08/27/2002. 4) 01/29/2024 - Origin North Ventures - Business Entity For Tax/Investment Purposes Only - Holding Company - CT, 06488 - Non investment related - Start date: 7/12/2017. 5) 01/29/2024 - Bedard & Company - Tax Prep/Accounting/CPA - Independent Contractor - CT, 06488 - Investment related - 60 Hours per month - Start date: 7/1/1996. 6) 01/29/2024 - Bedard McClanahan CPAs PC - Tax Prep/Accounting/CPA - Former Owner - CT, 06488 - Investment related - 60 Hours per month - Start date: 02/01/2022. 7) 01/29/2024 - Newtown Savings Bank - Outside/W-2 Employment - Corporate of bank, elects the Board of Directors, promotes local community mutual bank - CT 06470 - Non investment related - Start date: 01/01/2018.- 0.5 Hours per month 8) June 6 Two Thousand and Twenty-Five - Beartas - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date June 12 Two Thousand and Twenty-Five - 40 Hrs/Mth - 30 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-14 |
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