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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-10 |
Branch Locations
3701 East Lake Center Dr. Suite #1, Quincy, IL 62305 • United States
226 W. Eldorado, Decatur, IL 62522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Quincy | IL | 05/2020 | Present |
| Record Town Inc. | Quincy | IL | 07/2012 | 09/2020 |
| Prudential Insurance Company Of America | Quincy | IL | 09/2020 | Present |
QUINCY PUBLIC SCHOOLS FOUNDATION DREAM BIG POSITION: n/a NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2023 ADDRESS: 3322 Maine St, Quincy IL 62301, United States DESCRIPTION: Sit on finance committee where matters of budgeting, accountancy, and investment are discussed. Role is to offer insights into person management, event organization, and define/review investment concepts as necessary.Role is NOT intended to offer advisory or financial management service. This is provided by the foundations enlisted financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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