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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-18
  • MI RA
    APPROVED
    Since 2026-02-18

Branch Locations

1076 E. Sternberg Rd, Norton Shores, MI 49444 • United States

223 N Grand, Schoolcraft, MI 49087 • United States

142 Washington St, Manistee, MI 49660 • 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
Saint Michael Lutheran Church Portage MI 01/2019 01/2026
Houser Cook Portage MI 01/2025 05/2025
Wsr Certified Accountants Ann Arbor MI 05/2018 08/2018
Concordia University - Ann Arbor Ann Arbor MI 08/2017 01/2019
Concordia University - Ann Arbor Ann Arbor MI 08/2016 05/2017
River Financial Planners Schoolcraft MI 12/2025 Present
Airway Lanes Portage MI 05/2015 08/2017
Lpl Financial Llc Schoolcraft MI 01/2026 Present
  • 01/2019 → 01/2026
    Saint Michael Lutheran Church
    Portage, MI
  • 01/2025 → 05/2025
    Houser Cook
    Portage, MI
  • 05/2018 → 08/2018
    Wsr Certified Accountants
    Ann Arbor, MI
  • 08/2017 → 01/2019
    Concordia University - Ann Arbor
    Ann Arbor, MI
  • 08/2016 → 05/2017
    Concordia University - Ann Arbor
    Ann Arbor, MI
  • 12/2025 → Present
    River Financial Planners
    Schoolcraft, MI
  • 05/2015 → 08/2017
    Airway Lanes
    Portage, MI
  • 01/2026 → Present
    Schoolcraft, MI
Other Businesses

1.01/23/2026; Jay Koski; Tax Prep/Accounting/CPA; Investment Related; Portage,MI; Start Date 01/01/2024; 5hrs/mth; 0hrs during trading 2.02/11/2026; Houser Cook PLLC; Tax Prep/Accounting/CPA; Investment Related; Portage,MI; Start Date 02/01/2026; 50hrs/mth; 0hrs during trading 3.02/11/2026; Kalamazoo Official's Association and Michigan Collegiate Football Officials' Association; Outside/W-2 Employment; Not Investment Related; Portage,MI; Start Date 08/01/2024; 5hrs/mth; 0hrs during trading 4.05/07/2026; Notary; Notary; Investment Related; at Reported Business Location(s); Start Date 04/29/2026; 0hrs/mth; 0hrs during trading 5.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name River Financial Planners; Investment Related; at Reported Business Location(s); Start Date 01/12/2026; 160hrs/mth; 160hrs during trading 6.08/28/2026; Jay Koski; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/25/2026; 5hrs/mth; 5hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-17
  • S66 Uniform Combined State Law Examination
    2026-02-17

View on SEC IAPD

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