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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| IL | RA | APPROVED | 2025-09-12 |
Branch Locations
1 Brickyard Drive, Ste. 201, Bloomington, IL 61701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. John's Lutheran Church | Bloomington | IL | 05/2015 | 08/2018 |
| Illinois State University | Normal | IL | 09/2018 | 09/2020 |
| Illinois State University | Normal | IL | 09/2020 | 09/2021 |
| Illinois State University | Normal | IL | 09/2021 | 01/2023 |
| Illinois State University | Normal | IL | 01/2023 | 04/2025 |
| Renaissance Wealth Management | Bloomington | IL | 04/2025 | Present |
| Cetera Wealth Services Llc | El Segundo | CA | 06/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: APRIL TWENTY TWENTY-FIVE POSITION/TITLE/RELATIONSHIP: ASSOCIATE WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE CLIENT SUPPORT TO LEAD ADVISORS AND PROVIDE FINANCIAL PLANNING AND INVESTMENT SUPPORT; 2. NAME OF OTHER BUSINESS: GIRL SCOUTS OF CENTRAL ILLINOIS; INVESTMENT RELATED: NO; ADDRESS: 3 WESTPORT COURT, BLOOMINGTON, IL 61704; NATURE OF BUSINESS: BOARD; START DATE: 9/25; POSITION/TITLE/RELATIONSHIP: FUND DEVELOPMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: CONSULT ON FUNDRAISING ACTIVITIES AND MARKETING MATERIALS AS A MEMBER OF THE FUND DEVELOPMENT COMMITTEE, A SUB-COMMITTEE OF THE GIRL SCOUTS OF CENTRAL ILLINOIS BOARD OF DIRECTORS. WRITE THANK YOUS TO AND INTERACT WITH CURRENT DONORS TO GIRL SCOUTS ON BEHALF OF THE BOARD; 3. NAME OF OTHER BUSINESS: MCLEAN COUNTY CHAMBER OF COMMERCE WOMEN ELEVATE WOMEN; INVESTMENT RELATED: NO; ADDRESS: 2203 E EMPIRE ST BLOOMINGTON, IL 61701; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: VICE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WILL WORK TO INCREASE MEMBERSHIP, COORDINATE MEANINGFUL PRESENTATIONS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE GROUP'S MEMBERS, AND OVERSEE COMMUNICATIONS AND OTHER INITIATIVES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
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