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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
305 Regency Pkwy, Ste 313, Mansfield, TX 76063 • United States
811 S. 14Th St., Midlothian, TX 76065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas City Royals | Kansas City | MO | 06/2015 | 10/2016 |
| Atlet Sports | Midlothian | TX | 10/2016 | Present |
| Avantax Investment Services | Mansfield | TX | 06/2017 | 05/2024 |
| Karen S Freeman Cpa | Mansfield | TX | 06/2017 | Present |
| Avantax Advisory Services | Mansfield | TX | 01/2018 | 05/2024 |
| Avantax Insurance Agency, Llc | Mansfield | TX | 02/2018 | 05/2024 |
| Lpl Financial Llc | Mansfield | TX | 05/2024 | Present |
1- 05/2024 / Karen S Freeman, CPA , PLLC / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 6.5 hrs during trading / At reported business location(s) 2- 05/2024 / Karen S Freeman, CPA , PLLC / Tax Prep/Accounting/CPA / Investment Related / Investment Related / 200 hrs mth / 6.5 hrs during trading / At reported business location(s) 3- 05/2024 / Atlet Sports / Outside/W-2 Employment / Not Investment Related / 4 hrs mth / 0 hrs during trading / Start date: 10/01/2016 4- 05/2024 / Jason Freeman Baseball/Softball, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 80 hrs mth / 0 hrs during trading / Start date: 10/01/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-01 |
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