| LPL FINANCIAL LLC | BD AFFILIATED WEALTH | Aug 31, 2020 | Aug 13, 2025 | no | RAVENNA, MI|GRAND RAPIDS, MI|GRANDHAVEN, MI|GRAND RAPIDS, MI|GRAND RAPIDS, MI|GRAND RAPIDS, MI|WYOMING, MI|WHITE LAKE, MI|SAGINAW, MI|BYRON CENTER, MI|NAPLES, FL|NAPLES, FL|CALEDONIA, MI|GRAND RAPIDS, MI|WYOMING, MI|WYOMING, MI|KALAMAZOO, MI|BONITA SPRINGS, FL|PORT CHARLOTTE, FL|ANN ARBOR, MI|KALAMAZOO, MI|FORT MYERS, FL|ROCKFORD, MI|FORT MYERS, FL|CAPE CORAL, FL|JENISON, MI|SCHOOLCRAFT, MI|MUSKEGON, MI|HOLLAND, MI|GRAND RAPIDS, MI|GRAND RAPIDS, MI|SUN CITY, FL|GRAND HAVEN, MI|GRAND RAPIDS, MI|HUDSONVILLE, MI|KALAMAZOO, MI|GRAND RAPIDS, MI|ROCHESTER HILLS, MI|GRAND RAPIDS, MI|KALAMAZOO, MI|FARMINGTON HILLS, MI|ALLENDALE, MI|LIVONIA, MI|LOWELL, MI|NAPLES, FL|MUSKEGON, MI|ADA, MI|GRAND RAPIDS, MI|KENTWOOD, MI|RAVENNA, MI|TRAVERSE CITY, MI|GRAND RAPIDS, MI|ZEELAND, MI|HOLLAND, MI|PORTAGE, MI|TRAVERSE CITY, MI|ADA, MI|GREENVILLE, MI|BYRON CENTER, MI|NORTH MUSKEGON, MI|STERLING HEIGHTS, MI | previous registration |
| FIFTH THIRD SECURITIES, INC. | BD AFFILIATED WEALTH | Oct 6, 2010 | Aug 9, 2013 | no | KISSIMMEE, FL|ORLANDO, FL|OCOEE, FL|CLERMONT, FL|OCOEE, FL|OCOEE, FL|WINTER GARDEN, FL|ORLANDO, FL|APOPKA, FL|APOPKA, FL|APOPKA, FL|FORT MYERS, FL | previous registration |