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1043 South Oakwood Ave, Geneseo, IL 61254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdom Financial Services, L.L.C. | Geneseo | IL | 05/2021 | Present |
| Matthew Paul Simosky Dba Simosky Tax And Accounting | Geneseo | IL | 01/2020 | Present |
| John Deere | Milan | IL | 05/2004 | 05/2024 |
| Matthew Paul Simosky Dba Simosky Financial Planning | Geneseo | IL | 01/2020 | Present |
1. Simosky Tax & Accounting; not investment related; Geneseo, IL; Accounting and taxes; Accountant and tax preparer; 01/2024; appx 1 week a month, most of which are during trading hours; accounting 2. Simosky Financial Planning; not investment related; Geneseo, IL; Financial Planning; Sole PProp and Owner; 01/2020; appx 3 weeks/month; most of which are during trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
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