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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Edwardsville | IL | 09/2024 | Present |
| Lamboo Technologies, Llc | Litchfield | IL | 10/2013 | 11/2016 |
| Bank Of Edwardsville | Edwardsville | IL | 12/2016 | 11/2019 |
| Busey Bank | Edwardsville | IL | 12/2019 | 01/2020 |
| Cnb Bank & Trust | Alton | IL | 02/2020 | 01/2021 |
| First Mid Bank & Trust | Edwardsville | IL | 01/2021 | Present |
(1)Name of Business: First Mid Bank and Trust Address: 6814 Goshen Rd, Edwardsville, IL, 62025-7749, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 01/25/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Investment Officer/Vice President. For First Mid Bank & Trust - Wealth Management, I manage client portfolios, rebalance accounts, trade as a fiduciary on behalf of clients for Trust Services. (2)Name of Business: First Mid Wealth Management Address: 6814 Goshen Rd, Edwardsville, IL, 62025-7749, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/25/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client-facing fiduciary tasked with portfolio management, client acquisition, retention, and maintaining professional relationships with clients. (3)Name of Business: Sunshine Living Address: 1285 E. Union St. P.O. Box 24, Litchfield, IL, 62056, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Preparation, review and presentation of Quarterly financial statements, prepare annual budget.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
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