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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
| MI | RA | APPROVED | 2021-05-07 |
Branch Locations
Fort Lauderdale, FL • United States
2162 Commons Parkway, Okemos, MI 48864 • United States
215 N Water St Ste 204, Owosso, MI 48867 • United States
1110 E. Bristol Rd, Ste B, Burton, MI 48529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobs Insurance | Owosso | MI | 08/2010 | Present |
| Mowinski Financial, Llc | Owosso | MI | 07/2010 | Present |
| Voya Financial Advisors | Owosso | MI | 09/2014 | 05/2021 |
| Lpl Financial Llc | Owosso | MI | 05/2021 | Present |
1) 05/07/2021 - Jacobs Insurance Agency- Property and Casualty- Agent selling P&C- Inv. Related- Owosso, MI - start date 8/2010- 2hrs/mth 2) 05/07/2021 - Mowinski Financial LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Owosso, MI- start date 7/2010 3) 05/07/2021 - Mowinski Financial LLC- Non-Variable Insurance- Agent selling fixed insurance-life, long-term care, disability ,health, and Medicare- Inv. Related- Owosso, MI- start date 8/2010- 20hrs/mth 4) 12/20/2021 - Tadricks LLC - Investment Related - 1110 E Britton Rd Burton MI 48529 - Tax Prep/Accounting/CPA - Start Date: 12/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading - Tax preparation. 5) 12/20/2021 - Cool Kids LLC - Investment Related - At Reported Business Location(s) - Other-Own Real Estate Property - Start Date: 09/06/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 12/29/2021 - DM Squared LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 05/15/2015 - 1 Hour Per Month/0 Hours During Securities Trading. 7) 12/29/2021 - Tads Place LLC - Investment Related - Burton, MI 48529 - Real Estate Rental - Start Date: 12/08/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 8) 09/15/2022 - Mowinski Properties LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner - Start Date - 04/12/2019 - 1 Hours Per Month/0 Hours During Securities Trading. 9) 01/12/2024 - Mo Mortgage Group powered by NEXA Mortgage - Inv Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Started: 12/7/2023 - 8 Hrs/Mo; 0 Hrs During Trading. 10) 03/26/2024 - Mo Solar - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 02/15/2024 - 10 Hours Per Month/ 0 Hours During Trading 11) 03/28/2024 - Fort Mo LLC - Real Estate Rental - Investment Related - Fort Lauderdale, FL - Start Date 03/26/2024 - 1 Hour Per Month/ 0 Hours during Trading 12) 05/18/2026 - OHI-MO LLC - Real Estate Rental - Investment Related - Crown City, OH - Start Date 05/11/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-18 |
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