Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-15
  • MI RA
    APPROVED
    Since 2025-05-15

Branch Locations

1511 W Centre, Portage, MI 49024 • United States

1900 South Drake, Kalamazoo, MI 49009 • United States

125 South Kalamazoo Mall Suite 104, Kalamazoo, MI 49007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities, Llc Portage MI 01/2015 04/2023
Ryan Daus Portage MI 01/2015 04/2024
Daus Financial Portage MI 11/2013 04/2024
Eagle Strategies Llc Kalamazoo MI 04/2016 04/2023
Daus Financial Group, Llc Kalamazoo MI 04/2017 04/2024
Cuso Financial Services, Lp. San Diego CA 04/2024 05/2025
Consumers Credit Union Kalamazoo MI 04/2024 Present
Lpl Financial Llc Portage MI 05/2025 Present
  • 01/2015 → 04/2023
    Nylife Securities, Llc
    Portage, MI
  • 01/2015 → 04/2024
    Ryan Daus
    Portage, MI
  • 11/2013 → 04/2024
    Daus Financial
    Portage, MI
  • 04/2016 → 04/2023
    Kalamazoo, MI
  • 04/2017 → 04/2024
    Kalamazoo, MI
  • 04/2024 → 05/2025
    Cuso Financial Services, Lp.
    San Diego, CA
  • 04/2024 → Present
    Consumers Credit Union
    Kalamazoo, MI
  • 05/2025 → Present
    Portage, MI
Previous Registrations
Other Businesses

1- 04/09/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consumers Investment Services - Investment Related - At Reported Business Location(s) - Start Date 04/29/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-03
  • S66 Uniform Combined State Law Examination
    2015-12-03
Other Names
  • Joshua Levi Ruggles
  • Joshua Ruggles

View on SEC IAPD

More in Portage, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor