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230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-30 |
Branch Locations
230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Financial Services | Yorkville | IL | 01/2016 | 07/2024 |
| Securities America, Inc. | Yorkville | IL | 04/2024 | 06/2024 |
| Osaic Wealth, Inc. | Yorkville | IL | 06/2024 | 07/2024 |
| Cwm, Llc | Omaha | NE | 04/2025 | Present |
| Trillium Wealth | Yorkville | IL | 07/2024 | 04/2025 |
| Trillium Wealth | Yorkville | IL | 04/2025 | Present |
| Watts & Associates | Yorkville | IL | 01/2022 | 12/2022 |
NAME OF BUSINESS: Trillium Tax, LLC NATURE: Tax, Bookkeeping and Accounting START: 7/1/2024 POSITION: Accountant APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 4 DUTIES: Prepare tax returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
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