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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-29 |
Branch Locations
141 E 8Th St, Holland, MI 49423 • United States
Jenison, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Holland | MI | 09/2015 | 09/2017 |
| J.J.B. Hilliard W L Lyons | Holland | MI | 09/2017 | 08/2018 |
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 08/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 10/2019 | 10/2024 |
| Bofa Securities, Inc. | Grand Rapids | MI | 10/2024 | 07/2025 |
| Wintrust Bank | Holland | MI | 07/2025 | Present |
| Lpl Financial Llc | Holland | MI | 07/2025 | Present |
1) 08/13/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name wintrust Investments - Investment Related - At Reported Business Location(s) - Start Date 08/04/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-17 |
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