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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-17 |
Branch Locations
211 Se Grand Ave Ste B, Lees Summit, MO 64063 • United States
211 Se Grand Ave. Suite B, Lees Summit, MO 64063 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dsb Services, Llc Dba Padgett Advisors | Lees Summit | MO | 10/2006 | Present |
| Avantax Investment Services Inc. | Lees Summit | MO | 08/2023 | 07/2025 |
| Avantax Advisory Services | Lees Summit | MO | 08/2023 | 07/2025 |
| Lpl Financial Llc | Lees Summit | MO | 07/2025 | Present |
1 . Start Date : 7/14/2025 - Holistiq Financial LLC - DBA for LPL Business (entity for LPL business) - Investment related - Lee Summit, MO 64063 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent :100 2 . Start Date : 01/01/2014 - PADGETT ADVISORS - Business Entity For Tax/Investment Purposes Only - Investment related - Lees SUmmit, MO 64063 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent :100 3 . Start Date : 09/01/1999 - DSB SERVICES, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Lee Summit, MO 64063 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent :100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-14 |
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