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Laura Bailey Culp

Sikich Financial

Springfield, IL

Naples, FL

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Current Employers
Sikich Financial

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-04
OH RA APPROVED 2016-06-02
  • FL RA
    APPROVED
    Since 2023-08-04
  • OH RA
    APPROVED
    Since 2016-06-02

Branch Locations

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sikich Capital Management Llc Akron OH 06/2016 12/2023
Sikich Llp Akron OH 06/2016 12/2023
Sikich Capital Management Llc Richfield OH 12/2023 Present
Sikich Llp Richfield OH 01/2024 05/2024
Sikich Llc Richfield OH 05/2024 Present
  • 06/2016 → 12/2023
    Sikich Capital Management Llc
    Akron, OH
  • 06/2016 → 12/2023
    Sikich Llp
    Akron, OH
  • 12/2023 → Present
    Sikich Capital Management Llc
    Richfield, OH
  • 01/2024 → 05/2024
    Sikich Llp
    Richfield, OH
  • 05/2024 → Present
    Sikich Llc
    Richfield, OH
Previous Registrations
  • 2012-02-21 → 2016-06-06
    Bcg Wealth Advisors, Llc
    Akron, OH
Other Businesses

Sikich LLP Richfield, OH NON-INVESTMENT RELATED ACCOUNTING FIRM January 2024 - Present, Director 176 HOURS DEVOTED PER MONTH THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS Trustee - Mary S. and David C. Corbin Foundation. Non investment related. Review financial statements of foundation. Outside wealth management team reviews investments. I will not deal with any investment decisions but will help decide which charity receives funds from the foundation. Akron, OH. 2 hours per week outside of trading hours. Started Jan. 2020. Will receive annual stipend of $3,000. Akron Community Foundation - Board of Directors for this civic entity. start July 13, 2023. No compensation. No investment decisions made. Review financial statements of the foundation. GAR Foundation, Trustee - a trust fund which is a private foundation that makes distributions for charitable purposes. March 2021-present. Zero compensation. I help oversee the foundation assets which are managed by an outside investment advisor and managers. I do not have any investment responsibilities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-20
  • S65 Uniform Investment Adviser Law Examination
    2012-02-20
Designations
Other Names
  • Laura Lee Bailey
  • Laura B. Culp

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