Thomas Frederick Quinn

Current Employers

Employment History

• 02/2008 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 09/2003 → Present
  American Community Wealth Management, Llc
  Woodstock, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Mchenry, IL

Previous Registrations

• 2008-02-07 → 2008-10-28
  Triad Advisors Llc
  Huntley, IL
  Mchenry, IL
  Atlanta, GA
  Crystal Lake, IL
  Woodstock, IL
  Arlington Heights, IL
• 2003-10-08 → 2008-02-11
  Uvest Financial Services Group, Inc.
  Crystal Lake, IL
  Mchenry, IL
  Mchenry, IL
  Woodstock, IL

Other Businesses

1) AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC POSITION: VP & Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2008 ADDRESS: 381 S Main Street, Crystal Lake, IL 60014 DESCRIPTION: Investment Advisory Representative for firm. Providing investment and financial planning advice to our firm clients. 2) APPOINTMENTS WITH MULTIPLE CARRIERS; INVESTMENT RELATED POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: SECURITIES TRADING HOURS: START DATE:11/2003 ADDRESS: 601 Congress St, Boston, MA 02210 DESCRIPTION: Fixed, Variable and 401K Plans. 3)MARIE LOUISE CUCCIO REVOCABLE TRUST DTD JANUARY 16, 1997 POSITION: Trustee NATURE: Serving as successor trustee for my mother's revocable living trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2025 ADDRESS: 420 Maple Lane, Williams Bay WI 53191, United States DESCRIPTION: Managing cash flow of trust to pay expenses of primary beneficiary. Manage investments held in trust. 4)AMERICAN COMMUNITY BANK & TRUST POSITION: Vice-President NATURE: Commercial Bank that is the parent company of our RIA firm. We do not engage in any banking activities on their behalf. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: PO Box 1720, 1290 Lake Ave, Woodstock IL 60098, United States DESCRIPTION: No active duties on behalf of the bank. All activities occur via American Community Wealth Management. Our salary is paid by the bank.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-06

Designations

Other Names

• Tom Quinn