Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-11-17
  • OH RA
    APPROVED
    Since 2020-11-17

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

700 S Prospect Ave, Hartville, OH 44632 • United States

700 S Prospect Ave, Hartville, OH 44632 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M.J.MIller & Co., Cpa'S Llc Hartville OH 10/2014 Present
Avantax Investment Services, Inc. Hartville OH 10/2014 11/2020
Avantax Insurance Agency, Llc Hartville OH 06/2016 11/2020
Lpl Financial Hartville OH 11/2020 Present
  • 10/2014 → Present
    M.J.MIller & Co., Cpa'S Llc
    Hartville, OH
  • 10/2014 → 11/2020
    Avantax Investment Services, Inc.
    Hartville, OH
  • 06/2016 → 11/2020
    Avantax Insurance Agency, Llc
    Hartville, OH
  • 11/2020 → Present
    Lpl Financial
    Hartville, OH
Other Businesses

1) 1/2020 - Real Estate Rental - Cornerstone Properties of Lake, LLC - 700 S Prospect Ave, Hartville, OH 44632 2) 10/2014 - Tax Prep/Accounting/CPA - MJ Miller & Co CPA - Investment Related - 50% - Hartville, OH 44632

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-13
  • S66 Uniform Combined State Law Examination
    2014-12-13
Other Names
  • Joseph R Betts

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor