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Jonathan David Stanley Suzio

LPl Financial LLC

Washington Twp, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-01-05
  • MI RA
    APPROVED
    Since 2022-01-05

Branch Locations

58111 Van Dyke Ave, Washington Twp, MI 48094 • 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
OrganizationCityStateFromTo
Farmer John's Greenhouse Farmington Hills MI 05/2020 12/2020
Varroc Lighting Systems Plymouth MI 05/2019 08/2019
City Of Livonia - Building Maintenance Department Livonia MI 06/2017 08/2018
Discrete Audio And Video Plymouth MI 06/2016 09/2016
Calvin University Grand Rapids MI 09/2016 12/2019
Unemployed Livonia MI 01/2020 05/2020
Lpl Financial Llc Shelby Township MI 11/2020 Present
Capstone Wealth Management Shelby Township MI 11/2020 Present
  • 05/2020 → 12/2020
    Farmer John's Greenhouse
    Farmington Hills, MI
  • 05/2019 → 08/2019
    Varroc Lighting Systems
    Plymouth, MI
  • 06/2017 → 08/2018
    City Of Livonia - Building Maintenance Department
    Livonia, MI
  • 06/2016 → 09/2016
    Discrete Audio And Video
    Plymouth, MI
  • 09/2016 → 12/2019
    Calvin University
    Grand Rapids, MI
  • 01/2020 → 05/2020
    Unemployed
    Livonia, MI
  • 11/2020 → Present
    Shelby Township, MI
  • 11/2020 → Present
    Capstone Wealth Management
    Shelby Township, MI
Other Businesses

1. 09/28/2021 -Notary Public / Michigan Secretary of State - OTHER - NOTARY - Not Inv Rel - LANSING, MI - Start Date:8/9/2021 - 0 Hrs/Mth - 1 Hrs During Trading. 2. 09/28/2021 - cwmadvisors - DBA for LPL Business (entity for LPL business) - Inv Rel - SHELBY TWP, MI - 0 Hrs/Mth - 0 Hrs During Trading -0% 3. 09/28/2021 - Capstone Wealth Management/ DBA for LPL Business (entity for LPL business) - Inv Rel - SHELBY TWP, MI - 0 Hrs/Mth - 0 Hrs During Trading -0%. 4. 1/24/2023 - Capstone Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date - 02/13/2023 - 5 Hours Per Month/0 Hours During Securities Trading 5. 07/03/2024 - TruChoice Financial Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 10 Hours Per Month/ 1 Hour During Trading 6. 07/03/2025 - ClearView Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 08/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 7. 07/02/2026 - Modern Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 20 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-30
  • S66 Uniform Combined State Law Examination
    2021-12-30

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