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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-16 |
| IL | RA | APPROVED | 2017-10-25 |
Branch Locations
2426 W Cornerstone Ct Ste 2A, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Peoria | IL | 01/2016 | 10/2017 |
| Wells Fargo Advisors Financial Network, Llc | Peoria | IL | 10/2017 | Present |
JP ALAN CASH MANAGEMENT; INVESTMENT RELATED; PEORIA,IL; 100% OWNERSHIP; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 6.5; MANAGER OF THE FINET PRACTICE. CORNERSTONE STRATEGIC WEALTH MANAGEMENT LLC, INV RELATED, PEORIA, IL, 1% OWNERSHIP, START 1/1/2022, 2 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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