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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-13 |
Branch Locations
20 Hudson Street, Oxford, MI 48371 • United States
58111 Van Dyke Ave, Washington Twp, MI 48094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Washington Twp | MI | 08/2015 | 01/2020 |
| Lpl Financial | Shelby Twp | MI | 01/2020 | Present |
1) 01/2020 - DBA for LPL Business (entity for LPL business) - CAPSTONE WEALTH MANAGEMENT LLC - 100% - SHELBY TOWNSHIP, MI 48316 2) 03/01/2022 - Capstone Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date - 02/07/2022 - 10 Hours Per Month/2 Hours During Securities Trading. 3) 10/07/2025 - ClearView Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/30/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-24 |
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