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Current Employers
American Community Wealth Management, Llc

381 S. Main Street, Crystal Lake, IL 60014 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-09-22
  • IL RA
    APPROVED
    Since 2016-09-22

Branch Locations

381 S. Main Street, Crystal Lake, IL 60014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 03/2021
    Triad Advisors, Inc.
    Woodstock, IL
  • 04/2016 → Present
    Woodstock, IL
  • 03/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Arlington Heights, IL
Previous Registrations
  • 2011-07-05 → 2016-04-27
    Crystal Lake, IL
    Crystal Lake, IL
    Crystal Lake, IL
  • 2008-11-25 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Crystal Lake, IL
    Crystal Lake, IL
    Lake In The Hills, IL
    Mchenry, IL
    Mchenry, IL
    Woodstock, IL
    Crystal Lake, IL
  • 2007-07-25 → 2008-11-25
    Uvest Financial Services Group, Inc.
    Minneapolis, MN
    Minneapolis, MN
    Charlotte, NC
    Crystal Lake, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-18
  • S66 Uniform Combined State Law Examination
    2000-04-18
Other Names
  • Kathleen Ann Sand

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