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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-13 |
Branch Locations
6300 22 Mile Rd Suite 4, Shelby Twp, MI 48317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelby Junior High/ Eisenhower High School | Shelby | MI | 01/2014 | 05/2019 |
| H.J Oldenkamp | Troy | MI | 06/2019 | 10/2019 |
| Young Entrepreneurs Across America | Macomb | MI | 11/2019 | 08/2021 |
| Barton Malow | Southfield | MI | 03/2022 | 05/2023 |
| Capstone Wealth Management | Shelby Township | MI | 11/2023 | Present |
| Michigan State University | East Lansing | MI | 09/2019 | 12/2023 |
| Lpl Financial Llc | Shelby Township | MI | 11/2023 | Present |
1. 04/11/2024 - Capstone Wealth Management- DBA for LPL Business (entity for LPL business)- location put at reported business location (s)-160 hrs per mnth- 8 hrs during trading- start date 03/28/2024 2. 01/29/2026 - Carpathia Kickers FC - Coach/ Sports/ Fitness - Not Investment Related - Clinton Township, MI - Start Date 03/01/2025 - 15 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-28 |
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