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1615 5Th Avenue, Moline, IL 61265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-09-08 |
| TX | RA | APPROVED | 2017-09-08 |
Branch Locations
1615 5Th Avenue, Moline, IL 61265 • United States
2727 Prytania Street Suite 1521B, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upperline Financial Planning, Llc | New Orleans | LA | 10/2010 | 09/2017 |
| The Planning Center, Inc. | Moline | IL | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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