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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| IL | RA | APPROVED | 2018-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Effingham | IL | 07/2014 | 09/2017 |
| Self-Employed | Effingham | IL | 09/2017 | 12/2017 |
| Crossroads Bank | Effingham | IL | 01/2018 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 01/2018 | Present |
| Cetera Investment Advisers Llc | Effingham | IL | 01/2018 | Present |
1.)ASSISTANT TRUST OFFICER FOR CROSSROADS BANK; ASSIST IN ADMINISTRATION OF TRUSTS AND ESTATE ACCOUNTS; LAND TRUST ADMINISTRATION; ADMINISTER BASIC TRUSTS 2.)CROSSROADS BANK, TRUST OFFICER, IT MANAGER 3.) ROTARY CLUB OF EFFINGHAM, ILLINOIS, BOARD OF DIRECTORS, NO FINANCIAL INVOLVEMENT 4.) CROSSROADS BANK, FIXED INSURANCE SALES THROUGH THE BANK AND JBC COMPANIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-12 |
| S66 | Uniform Combined State Law Examination | 2012-11-08 |
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