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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-13
  • IL RA
    APPROVED
    Since 2024-09-13

Branch Locations

6814 Goshen Road, Edwardsville, IL 62025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cnb Bank & Trust, Na Carlinville IL 02/2020 09/2024
Busey Bank Champaign IL 01/2019 02/2020
Thebank Of Edwardsville Edwardsville IL 05/2003 01/2019
Raymond James Financial Services Advisors, Inc. Edwardsville IL 09/2024 Present
First Mid Wealth Strategies Edwardsville IL 09/2024 Present
  • 02/2020 → 09/2024
    Cnb Bank & Trust, Na
    Carlinville, IL
  • 01/2019 → 02/2020
    Busey Bank
    Champaign, IL
  • 05/2003 → 01/2019
    Thebank Of Edwardsville
    Edwardsville, IL
  • 09/2024 → Present
    Edwardsville, IL
  • 09/2024 → Present
    First Mid Wealth Strategies
    Edwardsville, IL
Other Businesses

(1) Name of Business: First Mid Bank & Trust Wealth Management Address: 6814 Goshen Rd, Edwardsville, IL, 62025-7749, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 09/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the Chief Investment Officer of the Wealth Management - Trust Division

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Edwardsville, IL

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