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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-05 |
| IL | RA | APPROVED | 2025-01-23 |
Branch Locations
2610 North Illinois Street, Swansea, IL 62226 • United States
800 Belt Line Rd, Collinsville, IL 62234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wintrust Investments Llc | Collinsville | IL | 08/2022 | 01/2025 |
| First County Bank | Swansea | IL | 12/2017 | Present |
| Huelsman Foundations | Breese | IL | 10/2016 | 04/2017 |
| Kaskaskia Community College | Centralia | IL | 08/2016 | 04/2018 |
| Lpl Financial Llc | Collinsville | IL | 01/2025 | Present |
1- 01/2025- 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 09/06/2024- 174 hours per month/ 140 hours during trading 2- 03/07/2025 - We Bussin - Not Investment Related - Dieterich IL - Business Owner - Start Date:01/01/2022 - 4 Hrs/Mth - 0 Hrs During Trading. 3- 04/02/2026 - BUI - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/04/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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