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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-21 |
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
205 South Water Street, Wilmington, IL 60481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Wilmington | IL | 03/2005 | Present |
| Francis Insurance Agency, P.C. | Wilmington | IL | 12/2006 | 12/2016 |
| Raymond James Financial Services Advisors, Inc | Wilmington | IL | 01/2009 | Present |
| Daily & Francis, Llc | Wilmington | IL | 04/2011 | 01/2017 |
| Sj Francis Insurance Agency, Inc. | Wilmington | IL | 12/2009 | 01/2017 |
| Oak Knoll Farm/Francis Bros. | Wilmington | IL | 04/2014 | Present |
| Daily & Company | Wilmington | IL | 06/2014 | 10/2016 |
| Premier Ag Partners Llc | Wilmington | IL | 09/2013 | 12/2016 |
| Oak Knoll Tax Co. | Wilmington | IL | 06/2016 | Present |
| Oak Knoll Insurance Strategies, Inc. | Wilmington | IL | 06/2016 | Present |
(1)Name of Business: 200 Block LLC Address: 205 S Water St, Wilmington, IL, 60481-1375, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord for building that my RJ business occupies (2)Name of Business: Oak Knoll Farm/Francis Bros. Address: 33891 S. Rivals Rd, Wilmington, IL, 60481, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 04/01/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage share crop operation (3)Name of Business: Oak Knoll Financial Strategies, LLC Address: 205 S Water St, Wilmington, IL, 60481, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is my RJ support company. (4)Name of Business: Oak Knoll Insurance Strategies, Inc. Address: 205 S Water St, Wilmington, IL, 60481, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 06/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Overseer/owner (5)Name of Business: Oak Knoll Tax Co. Address: 205 S Water St, Wilmington, IL, 60481, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Overseer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-18 |
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