David L Ballantyne

Current Employers

Employment History

• 10/2013 → 06/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2020 → 01/2025
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 07/2020 → 01/2025
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 01/2025 → Present
  Case Credit Union
  Shelby, MI
• 01/2025 → Present
  Lpl Financial Llc
  Shelby, MI

Previous Registrations

• 2020-08-04 → 2025-01-24
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Shelby Township, MI
• 2013-10-28 → 2020-06-26
  Cuso Financial Services, L.P.
  Auburn Hills, MI
  San Diego, CA
  Okemos, MI
  Lansing, MI
  Lansing, MI
• 2008-03-14 → 2013-11-07
  Key Investment Services Llc
  Elkhart, IN
  Elkhart, IN
  Plymouth, IN
  Toledo, OH
  Toledo, OH
  Ann Arbor, MI
  Lambertville, MI
  Goshen, IN
  Rochester Hills, MI
  Wakeman, OH
  South Bend, IN
  Syracuse, IN
  Maumee, OH
  Sylvania, OH
  Toledo, OH
  Sterling Heights, MI
  South Bend, IN
  Elkhart, IN
  Elkhart, IN
  Elkhart, IN
  Southfield, MI
  Saline, MI
  Brooklyn, OH
  Sandusky, OH
  Toledo, OH
  Vermilion, OH
  Huron, OH
  Bowling Green, OH
  Clawson, MI
  Plymouth, IN
  Dearborn, MI
  Livonia, MI
  Adrian, MI
  South Bend, IN
  Holland, OH
  Findlay, OH
  Toledo, OH
  Ann Arbor, MI
  Sturgis, MI
  Ann Arbor, MI
  Ann Arbor, MI
  South Bend, IN
  Defiance, OH
  Toledo, OH
  Ypsilanti, MI
  Fremont, OH
  Fostoria, OH
  Sandusky, OH
  Toledo, OH
  Bowling Green, OH
  Toledo, OH
  Chelsea, MI
  Mishawaka, IN
  Goshen, IN
  Monroe, MI
  Oregon, OH
  Toledo, OH
  Mishawaka, IN
  Warsaw, IN
  Lakeville, IN
  Fostoria, OH
  Sandusky, OH
  Saline, MI
  Waterford, MI
  Toledo, OH
  Elkhart, IN
  West Bloomfield, MI
  Brighton, MI
  Angola, IN
  Monroe, MI
  Dundee, MI
  Milan, OH
  Elkhart, IN
  Gross Pointe Woods, MI
  Knox, IN
  Toledo, OH
  Lambertville, MI
  Port Clinton, OH
  Norwalk, OH
  South Bend, IN
  Tecumseh, MI
  Monroe, MI
  Elkhart, IN
  Port Clinton, OH
  Gross Pointe Woods, MI
  Norwalk, OH
  Bowling Green, OH
  Toledo, OH
  Ypsilanti, MI
  Lakeville, IN
  West Bloomfield, MI
  Elkhart, IN
  Bristol, IN
  Ann Arbor, MI
  Wakarusa, IN
  Livonia, MI
  Dayton, OH
  Sterling Hts., MI
  Shelby Twp, MI
  Nappanee, IN
  Waterville, OH
  Perrysburg, OH
  Swanton, OH
  Toledo, OH
  Toledo, OH
  Nappanee, IN
  Livonia, MI
  Goshen, IN
  Sandusky, OH
  Toledo, OH
  Blissfield, MI
  Perrysburg, OH
  Nappanee, IN
  Bristol, IN
  Mishawaka, IN
  Wakarusa, IN
  South Bend, IN
  Addison, MI
  Swanton, OH
  Toledo, OH
  Toledo, OH
  Ypsilanti, MI
  West Bloomfield, MI
  Shelby Twp, MI
  Bellbrook, OH
  Amelia, OH
  Hamilton, OH
  Dayton, OH
  Fort Wright, KY
  Mason, OH
  Xenia, OH
  Hamilton, OH
  Dayton, OH
  Cincinnati, OH
  Springboro, OH
  Highland Heights, KY
  Huber Hts., OH
  Cincinnati, OH
  Englewood, OH
  Springfield, OH
  Florence, KY
  Vandalia, OH
  Kettering, OH
  Cincinnati, OH
  West Chester, OH
  Cincinnati, OH
  Cincinnati, OH
  Bethel, OH
  Cincinnati, OH
  Cincinnati, OH
  Dayton, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Dayton, OH
  Springfield, OH
  Cincinnati, OH
  Beavercreek, OH
  Dayton, OH
• 2006-10-10 → 2008-01-23
  The Huntington Investment Company
  West Bloomfield, MI

Other Businesses

1)01/09/2025- Ballantyne Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/09/2025 - Ballantyne Insurance Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 40 Hr/Mth 3)01/09/2025 - Ballantyne Insurance Group - Insurance Agency - At Reported Business Location(s) - Start: 08/2024 - 40 Hr/Mth 4)01/09/2025 - Notary - State of MI - Inv Rel - Start: 08/2023 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2006-09-14
• S65 Uniform Investment Adviser Law Examination
  2001-07-31
• S63 Uniform Securities Agent State Law Examination
  1990-08-02

Other Names

• David Lape Ballantyne