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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-09-11 |
Branch Locations
1241 E. Saint Joseph St, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A2Z Business And Tax Service | Rapid City | SD | 01/2015 | Present |
| Osaic Wealth, Inc. | Rapid City | SD | 09/2023 | 09/2023 |
| Lpl Financial Llc | Rapid City | SD | 09/2023 | Present |
| Sagepoint Financial | Rapid City | SD | 07/2015 | 09/2023 |
1) 09/07/2023 - Notary - SD 57701 - Investment related - Start date: 6/19/2019. 2) 09/07/2023 - A2Z BUSINESS AND TAX SERVICE - Tax Prep/Accounting/CPA - Tax Consultant - 20 Hours per month - Start date: 03/11/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
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