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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-17 |
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