KMS INVESTMENT SERVICES, LLC
Legal name: BRIGHT OWL INVESTMENT ADVISORS
CRD #168851 SEC #801-78512 KENTWOOD, MI 616-224-2204
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YARCH, BRIAN, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| SJT ADVISORS, LLC | DE | MEMBER | E | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | C | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAXEY, JEFF | I | CHIEF COMPLIANCE OFFICER | B | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | B | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | B | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | B | Control |
| REGAL HOLDINGS OF AMERICA, LLC | DE | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KAILUNAS, JOHN, ANTHONY | I | REGAL HOLDINGS OF AMERICA, LLC | E | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
| KERNS, STEPHEN, MARSHALL | I | SJT ADVISORS, LLC | D | Control |
Registrations
Federal
IA
Mar 23, 2017 REGISTERED
Notice Filings (13)
CA DE FL IL LA MD MI MO NC NY PA TX VA
Address
2687 44TH ST. SEKENTWOOD, MI 49512
United States
Phone: 616-224-2204