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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED_RES | 2022-12-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
111 Barclay Blvd Ste 212, Lincolnshire, IL 60069 • United States
666 Dundee Rd. Suite 502, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saxony Securities | St. Louis | MO | 08/2016 | 12/2022 |
| Kalman Kushnir Capital | Chicago | IL | 08/2016 | 04/2018 |
| Saxony Capital Management, Llc | Saint Louis | MO | 04/2018 | 12/2022 |
| Lpl Financial Llc | Northbrook | IL | 12/2022 | Present |
1- 12/2022 / Leaders Partners, Resource Brokerage, Health Ins. / Non-Variable Insurance / Investment Related / Northbrook, IL 2- 11/2022 / Stone Financial / DBA for LPL Business (entity for LPL business) / Investment Related / Northbrook, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-27 |
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