Michael Benson Koskuba

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
NJ	RA	APPROVED	2025-11-05

NJ RA
APPROVED

Since 2025-11-05

Branch Locations

Glen Ridge, NJ • United States

1000 Atrium Way, Suite 401, Mt. Laurel, NJ 08054 • 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
Victory Capital Advisers	Cleveland	OH	12/2003	07/2025
Victory Capital Management	New York	NY	07/2003	07/2025
Unemployed	Glen Ridge	NJ	07/2025	11/2025
Lpl Financial	Mt. Laurel	NJ	11/2025	Present

12/2003 → 07/2025

Victory Capital Advisers

Cleveland, OH
07/2003 → 07/2025

Victory Capital Management

New York, NY
07/2025 → 11/2025

Unemployed

Glen Ridge, NJ
11/2025 → Present

Lpl Financial

Mt. Laurel, NJ

Other Businesses

1. 10/2025 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 11/03/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-15
S63	Uniform Securities Agent State Law Examination	1997-02-27

S65 Uniform Investment Adviser Law Examination

2025-10-15
S63 Uniform Securities Agent State Law Examination

1997-02-27

View on SEC IAPD