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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-20 |
Branch Locations
226 W. Eldorado, Decatur, IL 62522 • United States
233 E Center Drive, Alton, IL 62002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spring Lake Country Club | Quincy | IL | 06/2016 | 08/2018 |
| Hyvee | Quincy | IL | 08/2018 | 08/2019 |
| Knights Of Columbus | Quincy | IL | 06/2019 | 06/2021 |
| Investment Planners Wealth Management | Quincy | IL | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-25 |
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