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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-12-19 |
Branch Locations
1515 South Macarthur Blvd., Springfield, IL 62704 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Springfield | IL | 01/2014 | 12/2016 |
| Carson Wealth Management | Springfield | IL | 12/2016 | Present |
1. 1/31/2014: PETERMAN FINANCIAL GROUP - INVESTMENT RELATED - DBA - TIME SPENT 100%. 2. 5/14/2015: BILL PETERMAN, CPA - NOT INVESTMENT RELATED - TAX PREP/ACCOUNTING/CPA - STARTED 02/01/2014 - 17 HOURS DURING SECURITIES TRADING. 3. 01/01/2000, Peterman Financial Tax Service, OWNER, CPA/ Tax Preparation / Accounting. Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-17 |
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