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3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-02-14 |
| IL | RA | APPROVED | 2021-04-01 |
Branch Locations
3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
8555 River Road Suite 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sikich Financial | Springfield | IL | 03/2016 | 05/2019 |
| Triad Advisors, Inc. | Norcross | GA | 03/2016 | 05/2019 |
| Sikich Financial | Springfield | IL | 04/2021 | 02/2022 |
| Homemaker | Anchorage | AK | 05/2019 | 04/2021 |
| Triad Advisors | Norcross | GA | 05/2011 | 08/2024 |
| Sikich Financial | Indianapolis | IN | 02/2022 | Present |
| Osaic Wealth, Inc. | Indianapolis | IN | 08/2024 | Present |
1)Sikich Financial;investment related;3201 W White Oaks Drive,Suite 102,Springfield,IL 62704;financial advice;admin;4/2021;10 hrs/month;0 hrs during trading;blog writer 2) Advancement Center for Washington Township Schools and North Central Alumni. Finance Committee Member. Advises on operational budgets of the school. Not investment related. No check writing privileges. 1 hour per month spent on this. Started Oct. 3, 2023. 3) SIKICH FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/14/2022 ADDRESS: 8555 N River Road, 300, Indianapolis IN 46240, United States DESCRIPTION: Financial advice, planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-16 |
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