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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| MI | RA | APPROVED | 2015-10-15 |
Branch Locations
6300 22 Mile Rd Suite 4, Shelby Twp, MI 48317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Shelby Twp | MI | 10/2015 | Present |
1. 11/5/2019 - Capstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2019 - 200 Hours Per Month During Securities Trading. 2. 11/11/2019 - Capstone Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Enrolled Agent & Tax Preparer - Started 02/01/2019 - 20 Hours Per Month/10 Hours During Securities Trading - Services offered will be tax preparation, advice, and other tax related duties. 3. 02/15/2022 - Capstone Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Enrolled Agent & Tax Preparer - Start Date: 02/01/2019 - 20 Hours Per Month/10 Hours During Securities Trading. 4. 07/05/2024 - TruChoice Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/27/2024 - 1 Hour Per Month/ During Trading 5. 11/12/2024 - Freedom Wellness Plans, LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 06/13/2024 - 21 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-01 |
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