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381 S. Main Street, Crystal Lake, IL 60014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Woodstock | IL | 04/2016 | 03/2021 |
| American Community Wealth Management, Llc | Woodstock | IL | 04/2016 | Present |
| Triad Advisors | Norcross | GA | 03/2021 | 08/2024 |
| Osaic Wealth, Inc. | Arlington Heights | IL | 08/2024 | Present |
1) AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC POSITION: Operations Manager/ Registered Representative NATURE: American Community Wealth Management, LLC, an independent registered investment advisor firm and a wholly owned subsidiary of American Community Bank & Trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 04/04/2016 ADDRESS: 381 S Main St, Crystal Lake IL 60014, United States DESCRIPTION: Administrative support for 3 financial advisors. Financial representative on my book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-18 |
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