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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-07 |
| KY | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED_RES | 2022-11-17 |
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
204 E. Cherry Street, Watseka, IL 60970 • United States
421 Brown Blvd., Bourbonnais, IL 60914 • United States
2411 Village Green Place, Champaign, IL 61822 • United States
108 Arbours Drive, Savoy, IL 61874 • United States
655 S. Dixie Highway, Hoopeston, IL 60942 • United States
175 E. Fourth Avenue, Clifton, IL 61822 • United States
619 N. Gilbert Street, Danville, IL 61834 • United States
Gilbertsville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Watseka | IL | 01/2000 | Present |
| Raymond James Financial Services Advisors, Inc. | Watseka | IL | 01/2009 | Present |
| Iroquois Financial | Watseka | IL | 10/1998 | 09/2025 |
| Servbank | Watseka | IL | 03/2026 | Present |
| Iroquois Federal | Watseka | IL | 10/2018 | 03/2026 |
(1) Name of Business: Iroquois Insurance Address: 204 E Cherry Street, Watseka IL 60970, Watseka, IL, 60970, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2) Name of Business: Serv Financial Services Address: 204 E Cherry St Ste 100, Watseka, IL, 60970-1780, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am branch manager of 40E. Currently we are Iroquois Financial and will soon be Serv Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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