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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-11 |
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kusay Financial Services | Harvey | IL | 01/1986 | Present |
| Lpl Financial Llc | Homer Glen | IL | 07/1994 | Present |
1. 09/26/2003 - KUSAY FINANCIAL SERVICES, INC. - CPA/BOOKKEEPER/TAX PREPARER 2. 01/28/2009 - KUSAY INC - CPA/BOOKKEEPER/TAX PREPARER - 50% TIME SPENT - ACCOUNTING, BOOKKEEPING, PAYROLL SERVICES, ALL CONSIDERED FINANCIAL SERVICES. BUSINESS NAME FOR ACCOUNTING BUSINESS. ALL SECURITIES BUSINESS IS CONDUCTED UNDER LPL FINANCIAL. 3. 2/16/2023 - kusay tax service - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - tax preparer - Start Date - 12/31/2018 - 20 Hours Per Month/20 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
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