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1200 Centre West Drive, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-17 |
| TX | RA | APPROVED | 2020-11-16 |
| IL | RA | APPROVED | 2018-10-02 |
Branch Locations
1200 Centre West Drive, Springfield, IL 62704 • United States
2400 Tamiami Trail North Suite 403, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial | Springfield | IL | 10/2018 | Present |
| Marine Bank | Springfield | IL | 01/2010 | 10/2018 |
(1) NAME OF OBA: AMERICAN LUNG ASSOCIATION; ADDRESS OF OBA: SPRINGFIELD, IL 62711; NATURE: FUNDRAISING AND EVENT OVERSIGHT; INVESTMENT RELATED: NO; RELATIONSHIP: COMMITTEE MEMBER; DUTIES: OVERSEE FUNDRAISING/EVENTS; START DATE: 08/2018; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; DUTIES: INDEPENDENT INSURANCE AGENT, SELLING FIXED INSURANCE PRODUCTS; START DATE:10/29/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
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