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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-04 |
| IA | RA | APPROVED | 2022-11-29 |
| TX | RA | APPROVED | 2022-11-29 |
Branch Locations
501 12Th Ave Ste 201, Coralville, IA 52241 • United States
6810 N Knoxville Ave, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Peoria | IL | 05/2018 | 08/2018 |
| Unemployed | Peoria | IL | 08/2018 | 06/2019 |
| Mass Mutual | Omaha | NE | 06/2019 | 07/2020 |
| Unemployed | Peoria | IL | 07/2020 | 09/2020 |
| Waddell & Reed, Inc | Eureka | IL | 09/2020 | 07/2021 |
| Unemployed | Peoria | IL | 08/2010 | 05/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Peoria | IL | 01/2021 | 07/2021 |
| Clark And Meiss Group Llc | Eureka | IL | 09/2020 | Present |
| Lpl Financial, Llc | Eureka | IL | 07/2021 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Coralville | IA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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