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235 Everett St, East Peoria, IL 61611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-09 |
| IL | RA | APPROVED | 2015-02-25 |
Branch Locations
235 Everett St, East Peoria, IL 61611 • USA
235 Everett St, East Peoria, IL 61611 • United States
610 East St. Joseph Street, Springfield, IL 62703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwestern Securities Trading Co. Llc | East Peoria | IL | 02/2015 | Present |
| Heartland Credit Union | Springfield | IL | 02/2015 | Present |
1.) HEARTLAND CREDIT UNION, 2213 W WHITE OAKS DRIVE SPRINGFIELD, IL 62704, FINANCIAL ADVISOR, STARTED 02/2015, INVESTMENT RELATED, 40 HOURS/WEEK BOTH DURING AND OUTSIDE MARKET HOURS 2.) MSTC Investment Committee, 300 E. Washington St. Ste. 3 East Peoria, IL 61611, Investment Committee Member, Started 01/2019, Investment Related, 8-10 hours/month both during and outside market hours. 3.) Rotary Club of Springfield South, 2763 S 6th St. Springfield, IL 62704, Started 07/01/2018, Non-Investment Related, Civic Organization, Member, 5-8 hours/Month both during and outside or market hours. 4.) 100+ PEOPLE WHO CARE IN SPRINGFIELD, NON-PROFIT FUNDRAISER, TREASURER/BOARD OF DIRECTORS, STARTED 01/01/2020, NON-INVESTMENT RELATED, 2 HOURS/MONTH OUTSIDE OF MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-06 |
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