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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-21 |
Branch Locations
3131 West Wasbash Avenue, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Springfield | IL | 10/2015 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Springfield | IL | 09/2017 | 01/2022 |
| Unemployed | Springfield | IL | 01/2022 | 05/2022 |
| Raymond James Financial Services Inc | Decatur | IL | 05/2022 | Present |
| Raymond James Financial Services Advisors | Decatur | IL | 06/2022 | Present |
(1)Name of Business: HPB Financial Address: 225 N Water St, Decatur, IL, 62523-2322, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trust and Investment management. (2)Name of Business: Twin Oaks Farm, LLP Address: 1805 Hunter Ridge Drive , Springfield, IL, 62704, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Annual cash rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-12 |
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