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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-14 |
Branch Locations
2229 Packard St. Suite 3, Ann Arbor, MI 48104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 01/2014 | 08/2025 |
| Lpl Financial, Llc | Ann Arbor | MI | 08/2025 | Present |
1. 06/2025 - Pilot Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 140 Hour/Month - 7 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-13 |
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