Graham Brockett Bolerjack

Current Employers

Employment History

• 07/2015 → 06/2024
  Securities America Inc
  Carmi, IL
• 06/2016 → 06/2024
  Securities America Advisors
  Carmi, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mt. Carmel, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mt. Carmel, IL

Previous Registrations

• 2016-06-15 → 2024-06-14
  Securities America Advisors, Inc.
  Carmi, IL
  Grayville, IL
  Carmi, IL

Other Businesses

1. FIXED ANNUITIES POSITION: registered rep NATURE: Fixed Annuity/Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2015 ADDRESS: 207 E. Main, Carmi IL 62821 DESCRIPTION: Will sometimes recommend fixed annuities to clients. 2. CAVU WEALTH ADVISORS POSITION: financial Advisor NATURE: This is our DBA Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2023 ADDRESS: 207 E. Main, Carmi IL 62821 DESCRIPTION: This is our DBA name. DBA - Cavu Wealth Advisors, LLC 3. CARMI POLICE PENSION FUND POSITION: Board Member NATURE: I have been asked to serve on the local police pension board. Most of the funds are managed at the state level and the local pension board has a checking account and a few CDs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 201 W. Main, Carmi IL 62821 DESCRIPTION: I will be one of several board members. At this time, not sure what duties the board has. Most of funds are managed at state level. Has some accounts at local banks used to pay out pensions to local officers. Board is made up of 2 current officers, 1 retired officers, and 3 outside community members. There is no compensation for this and they have no accounts with me.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-14

Other Names

• Brock Bolerjack