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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-12 |
Branch Locations
50 S. 1St Street Suite 100, St. Charles, IL 60174 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Highland Park | IL | 04/2016 | 11/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2022 |
| Core Values Wealth Management Llc | St. Charles | IL | 03/2023 | 11/2023 |
| David N. Polhill, Sole Proprietor | St. Charles | IL | 09/2022 | Present |
| Strategic Advisers Llc | Geneva | IL | 05/2016 | 07/2018 |
| Benjamin F. Edwards | Saint Charles | IL | 11/2023 | Present |
Org Name: David Polhill | Org Addr: Darien, IL, US | Nature of Bus: Rental property | Invst Rel: N | Title: Owner | Duties: Management and maintenance | Start Dt: 08/01/2013 | Total Hrs p/m: 1 | Sec Trdng Hrs p/m: 0 Org Name: David N. Polhill, Sole Proprietor | Org Addr: St. Charles, IL, US | Nature of Bus: Insurance | Invst Rel: Y | Title: Insurance Agent | Duties: Management and maintenance | Start Dt: 09/2022 | Total Hrs p/m:1 | Sec Trdng Hrs p/m: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-18 |
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