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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-11 |
Branch Locations
5353 Wayzata Blvd., St. Louis Park, MN 55416 • United States
612 N Main St, Rockford, IL 61103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Effingham | IL | 12/2011 | 06/2017 |
| Midland States Bank | Effingham | IL | 05/2010 | 12/2024 |
| Raymond James Financial Services Advisors Inc. | Rockford | IL | 01/2015 | 06/2017 |
| Cedarpoint Investment Advisors, Inc. | Delafield | WI | 03/2017 | 09/2022 |
| Raymond James Financial Services, Inc | Effingham | IL | 09/2022 | 04/2023 |
| Raymond James Financial Services Advisors, Inc | Effingham | IL | 09/2022 | 04/2023 |
| Midland Wealth Management | Effingham | IL | 05/2010 | 12/2024 |
| Midland Trust Company | Effingham | IL | 02/2017 | 12/2024 |
| Midland Wealth Advisors, Llc | Effingham | IL | 07/2023 | 12/2024 |
| Lasalle St Securities, L.L.C. | Effingham | IL | 09/2023 | 12/2024 |
| Associated Trust Company | Rockford | IL | 12/2024 | Present |
| Associated Investment Services, Inc. | Green Bay | WI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-26 |
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