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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
3161 W White Oaks Drive, Ste 104, Springfield, IL 62704 • United States
1300 W. Commerce Drive, Suite 700, Peoria, IL 61615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington National Insurance Company | Carmel | IN | 08/2012 | 09/2017 |
| Pearl Insurance Group Llc | Peoria Heights | IL | 09/2017 | 06/2019 |
| Unemployed | Peoria | IL | 06/2019 | 08/2019 |
| Legacy Wealth Partners, Inc | East Peoria | IL | 08/2019 | Present |
| Woodbury Financial Services | East Peoria | IL | 03/2020 | 01/2024 |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | 01/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. LEGACY PRIVATE WEALTH ADVISORS, 2400 N. Main St. Suite G, East Peoria IL 61611, United States, 01/02/2026, Investment Advisor Representative, DBA Name, INV REL, 200 HR/MO - 10 HR/MO TRADING 2. LEGACY PRIVATE WEALTH ADVISORS, 2400 N. Main St. Suite G, East Peoria IL 61611, United States, 01/02/2026, Owner, Insurance/Benefits/Human Resources, INV REL, 200 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-14 |
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