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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
San Angelo, TX • United States
3140 Executive Dr, San Angelo, TX 76904 • United States
3136 Executive Dr, San Angelo, TX 76904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dennis Reed C.P.A. | San Angelo | TX | 08/1988 | Present |
| Avantax Investment Services, Inc. | San Angelo | TX | 08/1990 | 08/2021 |
| Avantax Advisory Services | San Angelo | TX | 02/2014 | 08/2021 |
| Avantax Insurance Agency, Llc | San Angelo | TX | 12/2015 | 08/2021 |
| First Legacy Wealth Management, Llc | San Angelo | TX | 01/2021 | Present |
| Reed, Mckee & Co., Pc | San Angelo | TX | 09/1995 | Present |
| Lpl Financial Llc | San Angelo | TX | 09/2021 | Present |
1) 9/2021- First Legacy Wealth Management LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- San Angelo, TX 2) 9/2021- Dennis Reed CPA- Inv. Related- San Angelo, TX- start date 1970- 1hr/mth 3) 9/2021- Reed, McKee and Co., PC- owner/CPA- Tax Prep/Accounting/CPA- Inv. Related- San Angelo, TX- start date 1995- 10hrs/mth 4) 9/2021- REED AND MODAWELL, LLC- co-owner-Business Entity For Tax/Investment Purposes Only- Inv. Related- San Angelo, TX- start date 2013 5) 9/2021- Marxman Sports owner- gun business - non-Inv. Related- San Angelo, TX - start date 1979- 1hr/mth 6) 9/2021- Cattle Ranching- owner- Inv. Related- Sterling City, TX- start date 2018- 8hrs/mth 7) 12/09/2024 - Dennis Reed Rentals - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/02/1999 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-16 |
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