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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2010-04-23 |
Branch Locations
226 W. Eldorado, Decatur, IL 62522 • United States
415-A S. Sharon Amity Road, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 04/2010 | Present |
| Ipi Wealth Management, Inc. | Decatur | IL | 04/2010 | Present |
1-BROKERAGE UNLIMITED , P. O BOX 419006 ST. LOUIS, MO, SALE OF LIFE INSURANCE PRODUCTS/APRIL 2010. 4 HOURS PER MONTH / 2 HOURS DURING TRADING HOURS. 2-Hart Wealth Management-Owner-April 2010-415 S. Sharon Amity Road A-2, Charlotte, NC, DBA for financial services activities-160 hours month/6.5 hours during trading day. 3- Own multiple rental properties since-12/2010. 2 hours during month/0 during trading hours. 4-Bowman Hart LLC - Partner - 415A S. Sharon Amity Rd. Charlotte, NC - April 2018 - LLC holds real estate for office and receives rental income. 1 hour during month/0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-26 |
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