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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-20 |
| IL | RA | APPROVED | 2020-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Illinois | Urbana | IL | 08/2010 | 12/2016 |
| Legends Golf Course | Champaign | IL | 12/2016 | 12/2017 |
| Busey Bank | Urbana | IL | 01/2018 | 12/2019 |
| Raymond James Financial Services Inc | Urbana | IL | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Urbana | IL | 09/2020 | Present |
| Busey Bank | Urbana | IL | 09/2020 | Present |
(2) Name of Business: Busey Investment Services Address: 201 W Main St, Urbana, IL, 61801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+Description of duties: Advise clients on investment related needs/questions. Prepare Financial Plans.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-03 |
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