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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-17 |
| IL | RA | APPROVED | 2020-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mattoon | IL | 04/2020 | Present |
| First Mid Bank & Trust | Charleston | IL | 07/2021 | Present |
| Pilson Auto Center | Mattoon | IL | 12/2015 | 03/2020 |
| First Mid Wealth Management | Mattoon | IL | 04/2020 | Present |
| First Mid Bank And Trust | Mattoon | IL | 07/2021 | Present |
| First Mid Wealth Management | Mattoon | IL | 07/2021 | Present |
(1)Name of Business: First Mid Bank and Trust Address: 1317 Charleston Ave, Mattoon, IL, 61920, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/13/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: BUILDING LONG LASTING REALTIONSHIPS WITH CUSTOMERS BY FIGURING OUT WHATS IMPORTANT TO THEM ANY AND CONCERS THEY MIGHT HAVE AND DEVELOP A COMPREHENSIVE FINAICAL PLAN FROM THERE. (2)Name of Business: First Mid Wealth Management Address: 500 West Lincoln Ave , Charleston , IL, 61920, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/13/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: BUILDING LONG LASTING REALTIONSHIPS WITH CUSTOMERS BY FIGURING OUT WHATS IMPORTANT TO THEM ANY AND CONCERS THEY MIGHT HAVE AND DEVELOP A COMPREHENSIVE FINAICAL PLAN FROM THERE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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