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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 02/2019 | 07/2021 |
| Country Insurance Affiliates | Bloomington | IL | 02/2019 | 07/2021 |
| Country Trust Bank | Bloomington | IL | 02/2019 | 07/2021 |
| Transamerica | Cedar Rapids | IA | 05/2016 | 02/2019 |
| Personal Capital | Bloomington | IL | 07/2021 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | Present |
Illinois State University ^ Investment-Related: No ^ 100 N University St, Normal, IL 61761 ^ College University ^ Instructional Assistant Professor ^ 08/03/2020 ^ Time devoted to this entity during trading hours: 0 Hours per month ^ Time devoted to this entity after trading hours: 20 Hours per Month ^ Teach a nightly financial planning class;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-07 |
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