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3400 Wabash Avenue, Springfield, IL 62711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-14 |
| TX | RA | APPROVED_RES | 2020-12-14 |
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 |
|---|---|---|---|---|
| Bank Of Springfield | Springfield | IL | 07/2007 | Present |
| Lpl Financial Llc | Springfield | IL | 11/2010 | 04/2023 |
| Bos Asset Management, Llc | Springfield | IL | 11/2020 | Present |
1. 09/30/2011 - BOS INSURANCE AGENCY - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - ASSISTANT VICE PRESIDENT - TIME SPENT 10%. 2. 08/21/2019 - JRE Lifestyles LLC - Investment related - 3047 Hedley Road, Springfield, IL 62704 - Business Owner - Start Date: 07/05/2019 - 2 Hours Per Month/0 Hours During Securities Trading - The business, Just Right Eating, provides a meal service to clients for either puck up or delivery. 3. 3/31/2021 - Central IL Coffee Company; Not Investment Related - Other-Restaurant - Start Date: 5/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 4. Whoa N Go Coffee Holdings LLC; Investment -related: No; Location: 12604 Salisbury Rd Pleasant Plains IL 62677; Description: Ownership of a chain of drive thru coffee businesses; Position/Title: Owner; Responsibilities/Duties: Acts as owner/agent for the business. Responsibilities include business registration, location scouting, and contracting for site development. Not active in day-to-day operations; Start date: 2022-03-02; Hours per month during trading hours: 10; Hours per month outside trading hours: 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-05 |
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