Joseph J. Kubic

FAIRLANE INVESTMENT ADVISORS

Northville, MI 48167

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CRD#: 1000334

Professional summary

Joseph John Kubic is a registered financial advisor currently at FAIRLANE INVESTMENT ADVISORS INC located in Northville, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Joseph has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Kubic's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2010 - Present

FAIRLANE INVESTMENT ADVISORS INC

Office #1: 21800 Haggerty Road Suite 112, Northville, MI 48167

RIA

CRD#: 105624

Northville, MI

Past

April 2, 1986 - August 15, 1997

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

October 29, 1984 - April 8, 1986

MUTUAL SERVICE CORPORATION

CRD#: 4806

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/30/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/18/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1984

General Securities Representative Examination

Current Firm

FAIRLANE INVESTMENT ADVISORS INC

CRD#: 105624 / SEC#: 801-23954

RIA

Registered Investment Advisory firm - (4/24/2014 Terminated)

Florida

Registered Investment Advisory firm - (5/29/2014 Approved)

Louisiana

Registered Investment Advisory firm - (7/16/2015 Approved)

Michigan

Registered Investment Advisory firm - (4/29/2014 Approved)

Texas

Registered Investment Advisory firm - (8/18/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

21800 Haggerty Road Suite 112, Northville, MI 48167

Mailing Address

Phone number

(313) 593-3925

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	299
AUM (Assets Under Management)	$ 74,507,870

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/14/2024	Cover Page	Report
05/10/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph J. Kubic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Kubic's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRLANE INVESTMENT ADVISORS INC

MARINER FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2010

Series 63

Date: 10/18/1984

Series 7

Date: 10/20/1984

Current Firm

FAIRLANE INVESTMENT ADVISORS INC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAIRLANE INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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