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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-15 |
| TX | RA | APPROVED | 2011-09-01 |
| NC | RA | APPROVED | 2010-05-10 |
Branch Locations
3710 University Drive Suite 130, Durham, NC 27707 • United States
Hinsdale, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Durham | NC | 05/2010 | Present |
1. 03/31/2010 - DBA ONLY, MKS WEALTH MANAGEMENT. 2. 03/29/2011 - MKSC - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - Business Entity For Tax/Investment Purposes Only - MKSC, LLC is the holding company for my DBA Name, MKS Wealth Management, and it holds the Commercial Real Estate that is located in Johnson City, TN. All income and expense handeled through this entity. - TIME SPENT 1%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
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