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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-10 |
Branch Locations
420 Maine St., Quincy, IL 62301 • United States
226 W. Eldorado, Decatur, IL 62522 • United States
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 |
|---|---|---|---|---|
| Investment Planners Inc | Decatur | IL | 01/2012 | Present |
PORTFOLIO ADVISOR-MACKENZIE/LAVERY INVESTMENTS.SALARIED EMPLOYEE.420 MAINE ST. QUINCY, IL. APRIL 2012.175 HRS MONTH/6.5 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-25 |
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