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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-22 |
Branch Locations
1504 N. Main St, Crown Point, IN 46307 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors Inc. | Houston | TX | 02/2016 | 01/2024 |
| Agia | Houston | TX | 12/2022 | 01/2024 |
| Lpl Financial Llc | Crown Point | IN | 01/2024 | Present |
1) 12/01/2023 - Referrals - General refers to CPA and vice versa - Referral Attest - IN 46307 - Investment related - Start date: 1/22/2024. 2) 12/01/2023 - Notary - IN 46307 - Investment related - Start date: 1/26/2018. 3) 12/01/2023 - Kutanovski Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s). 4) 12/01/2023 - ADK East LLC - Real Estate Rental - Co-owner - IN 46307 - 2% time spent - Investment related - Start date: 11/02/2021. 5) 04/23/2024 - Kutanovski Dental LLC - Business Owner - Not Investment Related - 229 S East St Crown Point, IN 46307 - Start Date 03/07/2024 - 5 Hours Per Month/ 0 Hours During Trading 6) 04/23/2024 - ADK 229 LLC - Real Estate Rental - Investment Related - Crown Point, IN - Start Date 03/19/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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