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2914 N Willow Knolls Suite B, Peoria, IL 61614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-29 |
Branch Locations
2914 N Willow Knolls Suite B, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Peoria | IL | 12/2012 | 10/2018 |
| Rp Zeigler Investment Services, Inc. | Peoria | IL | 08/2018 | Present |
| Cornerstone Wealth Management, Llc | Peoria | IL | 01/2013 | 10/2018 |
Tax Prep Peoria; Not investment related; 2914 W Willow Knolls Peoria IL 61614; Tax preparation; Owner; Owner; September 2021; 5 hrs/month; 0 hrs/month during trading hours; Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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