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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-07 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason -Mcbride Inc | Troy | MI | 09/1984 | 07/2021 |
| Lpl Financial Llc | Troy | MI | 12/2003 | Present |
| Mason-Mcbride Capital Advisors, Llc | Troy | MI | 07/2004 | Present |
| Kai Mason-Mcbride Llc | Troy | MI | 07/2021 | Present |
(1) REGISTERED INVESTMENT ADVISOR - MASON-MCBRIDE CAPITAL ADVISORS, LLC - TROY, MI (2) 08/07/2006 - DONEGAL HOLDINGS, LLC - PASSIVE INVESTMENT COMPANY - 1% OF TIME SPENT (3) 06/09/2014 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 1 HOUR PER MONTH - TUSTIN MICHIGAN (4) 07/01/2021 - KAI MASON MCBRIDE LLC. - PROPERTY AND CASUALTY - TIME SPENT 25 HOURS PER MONTH - TROY, MI (5) 08/15/2014 - MASON MCBRIDE CAPITAL ADVISORS, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 1 HOUR PER MONTH - TROY, MI (6) 7/13/2018 - Mason-McBride Capital Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date:12/01/2003 - 4 Hours Per Month/4 Hours During Trading - Time Spent: 2% - I provide financial planning and consulting services through Mason-McBride Capital Advisors, LLC, an independent investment advisor firm. I started this business activity in 03/2003. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-13 |
| S66 | Uniform Combined State Law Examination | 2003-04-30 |
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