Joseph Winn Skornicka

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-11-16

MI RA
APPROVED

Since 2023-11-16

Branch Locations

31731 Northwestern Hwy Ste 151W, Farmington Hills, MI 48334 • United States

Birmingham, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Schwartz Investment Counsel, Inc.	Plymouth	MI	06/2012	02/2021
Lpl Financial Llc	Farmington Hills	MI	09/2023	Present
Retired	Birmingham	MI	03/2021	08/2023

06/2012 → 02/2021

Schwartz Investment Counsel, Inc.

Plymouth, MI
09/2023 → Present

Lpl Financial Llc

Farmington Hills, MI
03/2021 → 08/2023

Retired

Birmingham, MI

Other Businesses

1) 09/14/2023 - North Coast Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/14/2023 - Real Estate Rental - Owner - Inv Rel - Birmingham, MI - Start: 01/2022 3) 06/27/2024 - Skornicka Financial Advisory LLC - Business Entity For Tax/Investment Purposes Only - Resident Agent/ Organizer - Not Investment Related - Home Based - Start Date 05/30/2024 - 0 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-15

S66 Uniform Combined State Law Examination

2023-11-15

View on SEC IAPD