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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-14 |
Branch Locations
390 E Henry St Ste 203, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Spartanburg | SC | 08/2014 | 11/2020 |
| Avantax Advisory Services | Chesnee | SC | 01/2015 | 11/2020 |
| Norman, Johnson & Co., Pa | Spartanburg | SC | 07/2006 | 12/2019 |
| Elliott & Painter, Llp | Spartanburg | SC | 01/2020 | Present |
| Avantax Insurance Agency, Llc | Spartanburg | SC | 02/2017 | 11/2020 |
| Lpl Financial | Spartanburg | SC | 11/2020 | Present |
1)07/14/2022 - Elliott & Painter, LLP - Investment Related - 390 E Henry Street, Suite 101Spartanburg, SC 29302 - Tax Prep/Accounting/CPA - Partner - Start Date - 01/01/2022 - 175 Hours Per Month/175 Hours During Securities Trading. 2)09/12/2022 - CMHR LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - LLC Member - Start Date - 01/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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