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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macatawa Bank | Holland | MI | 04/2002 | 08/2024 |
| Wintrust Bank | Holland | MI | 08/2024 | Present |
| Lpl Financial Llc | Holland | MI | 07/2025 | Present |
1- 07/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust investment/ Inv Rel / At Reported Business Location (s) 2- 12/12/2025 - Jacob H. DeWitt various Testamentary Trusts - Act in a Fiduciary Capacity - Not Investment Related - Home Based - Start Date 02/01/2012 - 2 hours per month/ 0 hours during trading 3- 01/21/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Macatawa Retirement Benefit Advisors - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading 4- 03/31/2026 - Community Action House - Tax Prep/Accounting/CPA - Not Investment Related - Holland, MI - Start Date 01/01/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-04 |
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