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1201 Network Centre Drive, Effingham, IL 62401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-13 |
Branch Locations
1201 Network Centre Drive, Effingham, IL 62401 • United States
225 W. Washington Street #1640, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Global Advisor Network, Llc / Devere Group | Shanghai | 01/2018 | 05/2022 | |
| Mandarin Spring | Shanghai | 02/2016 | 12/2017 | |
| Donghua University | Shanghai | 01/2016 | 01/2018 | |
| Vigilant Distributors, Llc | Chadds Ford | PA | 06/2023 | 03/2026 |
| Ppb Capital Partners, Llc | Conshohocken | PA | 06/2022 | 03/2026 |
| Midland Wealth Advisors, Llc | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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