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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
355 S. Division Street, Harvard, IL 60033 • United States
4520 W Algonquin Rd, Lake In The Hills, IL 60156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Union | IL | 10/2012 | 01/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 03/2013 | 01/2020 |
| Edward Jones | St.LOuis | MO | 01/2020 | 03/2025 |
| Raymond James Financial Services, Inc. | Yorkville | IL | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Yorkville | IL | 03/2025 | Present |
| First National Bank Of Omaha | Yorkville | IL | 03/2025 | Present |
Name of Business: First Investments and Planning Address: 4520 W Algonquin Rd, Lake in the Hills, IL 60156 Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 3/2025 HPM: 81+ HPM trade hours: 41+ Duties: Branch/ RJ premise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-28 |
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