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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| IL | RA | APPROVED | 2016-06-27 |
Branch Locations
204 East Cherry Street, Watseka, IL 60970 • United States
108 Arbours Drive, Savoy, IL 61874 • United States
175 E. Fourth Avenue, Clifton, IL 60927 • United States
2411 Village Green Place, Champaign, IL 61822 • United States
655 S. Dixie Highway, Hoopeston, IL 60942 • United States
421 Brown Blvd., Bourbonnais, IL 60914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Watseka | IL | 06/2001 | Present |
| Raymond James Financial Services Advisors Inc. | Watseka | IL | 06/2016 | Present |
| Servbank | Watseka | IL | 03/2026 | Present |
(1)Name of Business: Iroquois Federal Address: 204 E Cherry St Ste 100, Watseka, IL, 60970, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/17/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Iroquois Financial is a division of Iroquois Federal (2)Name of Business: Serv Financial Services Address: 204 E Cherry St Ste 100, Watseka, IL, 60970-1780, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Finanacial Advisor (3)Name of Business: Village of Sheldon Address: 401 N 4th St, Sheldon, IL, 60966, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I've been asked to be on my local zoning board in Sheldon IL.\nI served on the zoning board in 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-25 |
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