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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| NE | RA | APPROVED | 2020-10-07 |
Branch Locations
5310 S 139Th Plz Ste 301, Omaha, NE 68137 • United States
Kaneohe, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Omaha | NE | 10/2014 | 09/2020 |
| Avantax Advisory Services | Omaha | NE | 01/2016 | 09/2020 |
| Bankers Fidelity Life Insurance Company | Atlanta | GA | 10/2018 | 09/2020 |
| Avantax Insurance Ageny, Llc | Omaha | NE | 10/2018 | 09/2020 |
| Lpl Financial, Llc | Omaha | NE | 09/2020 | Present |
1. 09/30/2020 - HEMENWAY FINANCIAL SEVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ OMAHA, NE 2. 09/30/2020 - HEMENWAY ASSOCIATES, INC/ TAX PREP/ACCOUNTING/CPA/ INVESTMENT RELATED/ 0%/ OMAHA, NE 3. 09/30/2020 - HEMENWAY INSURANCE/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ OMAHA, NE 4. 2/19/2021 - Premier Financial, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/10/2021 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-09 |
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