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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| IL | RA | APPROVED | 2022-08-10 |
Branch Locations
4969 Old Us Highway 50, Aviston, IL 62216 • United States
1400 N Wood Road Suite 25, Murphysboro, IL 62966 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Breese | IL | 01/2009 | 01/2022 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 04/2021 | 01/2022 |
| Mml Investors Services, Llc | Aviston | IL | 03/2022 | Present |
| Massmutual Life Insurance Company | Aviston | MO | 01/2022 | Present |
Name: Synergy Metro-East, LLC Inv rel: Y Add: 4969 Old US Highway 50, Aviston, IL 62216 Nature: Business entity setup to receive revenue's and pay expenses Position: Owner Member Start date: 12/19/2022 No. HR/MO: 170 No. HR/MO during sec trading: 10 Describe duties: Owner/Member compensation is being directed to the business entity. From which we will pay compensations as well as office expenses etc. (2) Name: School Board - Finance Committee - All Saints Academy Inv rel: Y Add: 295 N. Clinton St, Breese, IL 62230 Nature: Finance Committee Position: Committee Member Start date: 12/01/2022 No. HR/MO: 3 No. HR/MO during sec trading: 0 Describe duties: Advisory board to the school to review budgets and general finances. Discuss payroll, expenses general budget items.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-09 |
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