Michael L. Hollis

TAPESTRYFP

AURORA, IL

CRD#: 7737658

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Professional summary

Michael Lance Hollis, who also goes by Michael L. Hollis, Michael Hollis, is a registered financial advisor currently at TAPESTRYFP located in Aurora, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael L. Hollis | Michael Hollis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lance Hollis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2026 - Present

TAPESTRYFP

RIA

CRD#: 340804

AURORA, IL

Past

May 9, 2023 - February 24, 2026

THE DALA GROUP, LLC

RIA

CRD#: 291828

HOFFMAN ESTATES, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2023

Uniform Investment Adviser Law Examination

Current Firm

TAPESTRYFP

TAPESTRYFP | TAPESTRYFP LLC

CRD#: 340804 / SEC#:

Illinois

Registered Investment Advisory firm - (5/19/2026 Approved)

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Contact information

Main Address

Aurora, IL

Mailing Address

525 N Broadway #231, Aurora, IL 60507

Phone number

(630) 370-6067

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael L. Hollis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lance Hollis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAPESTRYFP

THE DALA GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2023

Current Firm

TAPESTRYFP

Contact information

Documents

Red Flags

Company Information

TAPESTRYFP

TRUST BUT VERIFY

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