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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2023-12-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
301 E Wallace Street, Suite 200, San Saba, TX 76877 • United States
301 E Wallac Street Ste 200, San Saba, TX 76877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | San Saba | TX | 06/2006 | 12/2023 |
| Kevin Shahan,Cpa,Pllc | San Saba | TX | 12/2009 | Present |
| Kevin Shahan | San Saba | TX | 07/2013 | Present |
| Avantax Insurance Services, Llc | San Saba | TX | 07/2013 | 12/2023 |
| Avantax Advisory Services | San Saba | TX | 01/2017 | 12/2023 |
| Mc Bank Texas | Goldthwaite | TX | 06/2019 | Present |
| Mills County State Bank | Goldthwaite | TX | 12/2018 | 12/2022 |
| Lpl Financial Llc | San Saba | TX | 12/2023 | Present |
1) 12/2023 - 2016 Shahan Family Partnership LP / Business / Not Inv. Related / San Saba, TX / Start date 01/01/2017 - 6 Hrs per month - 3% Time Spent 2) 12/2023 - Kevin Shahan, CPA / Owner and Supervisor / Tax Prep/Accounting/CPA / Not Inv. Related / San Saba, TX / Start date 12/07/2009 - 250 Hrs per month - 3% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-11 |
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