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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
| MI | RA | APPROVED | 2010-06-24 |
Branch Locations
7669 Auburn Rd, Utica, MI 48317 • United States
50 Pit Ln, Pontiac, MI 48341-2794 • United States
Oakland Charter Town, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Utica | MI | 05/2010 | Present |
1.05/28/2010: TAX PREP/ACCOUNTING/BOOKKEEPING - QOLITY TAX - PERSONAL INCOME TAXES ARE PREPARED AND ADVICE IS GIVEN AROUND THE PLANNING OR PERSONAL FEDERAL AND STATE INCOME TAX. - 15% OF TIME. 2. 05/28/2010: OTHER-FOR TAX PURPOSES ONLY - KELLCOLE HOLDINGS, LLC - CREATED FOR COMMISSIONS AND OFFICE SUPPLIES. - TIME SPENT 10% - UTICA, MI. 3. 2/1/2011: DBA ONLY - QOLITY FINANCIAL SERVICES - UTICA, MI. 4. 1/20/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/10/2017 - 1 Hour Per Month During Securities Trading - Long Term Care Insurance. 5. 2/21/2017 - MOB Industries - Not Investment Related - Home Based - Other-Business Owner - Started 02/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 10/19/2018 - Kellcole Real Estate LLC - Investment Related - 7669 Auburn Road, Utica MI 48317 & Pontiac MI 48341 - Real Estate Rental - Started 10/16/2018 - 1 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-19 |
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