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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-14 |
Branch Locations
15135 Whittaker Way, Grand Haven, MI 49417 • United States
141 E 8Th St, Holland, MI 49423 • United States
15135 Whittaker Way, Grand Haven, MI 49417 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 03/2013 | 03/2017 |
| Huntington Bank | Grand Haven | MI | 08/2010 | 03/2017 |
| Macatawa Bank | Grand Haven | MI | 03/2017 | 03/2023 |
| Infinex Investments, Inc. | Meriden | CT | 04/2017 | 03/2023 |
| The Huntington Investment Company | Columbus | OH | 03/2023 | 02/2024 |
| The Huntington Investment Company | Columbus | OH | 02/2024 | 05/2026 |
| Wintrust Bank | Grand Haven | MI | 05/2026 | Present |
| Lpl Financial Llc | Grand Haven | MI | 05/2026 | Present |
1. 04/2026 - Life on Earth Productions - Outside/W-2 Employment - Not Inv Related - 08 Hour(s)/Month - 00 Hour(s) During Trading - Grand Haven, MI, 49417 - OBA Start Date: 04/02/2012 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust Investments - Inv Rel - At Reported Business Location (s) - Start Date: 04/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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