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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| MI | RA | APPROVED | 2015-02-23 |
Branch Locations
2356 Metropolitan Hwy, Sterling Heights, MI 48310 • United States
4555 Investment Dr, Troy, MI 48098 • United States
8770 23 Mile Road, Shelby Township, MI 48316 • United States
8770 23 Mile Rd, Shelby Twp, MI 48316 • United States
41031 Mound Rd, Sterling Heights, MI 48314 • United States
40400 Garfield Rd, Clinton Township, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 08/2013 | Present |
| Michigan School And Gov'T Cu | Troy | MI | 08/2013 | Present |
1. 10/09/2014 - K.S. CAPITAL, INC. - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - STARTED 08/13/2014 - 5 Hours Per Month During Securities Trading. 2. 2/7/2020 - Michigan Schools & Gov't Credit Union - DBA: MSGCU Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/04/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 11/19/2021 - K.S. Capital, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/20/2015 - 20 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-16 |
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