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203 Landmark Drive Suite A, Normal, IL 61761 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-23 |
Branch Locations
203 Landmark Drive Suite A, Normal, IL 61761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illinois State University | Normal | IL | 08/2023 | 06/2025 |
| Waubonsee Community College | Sugar Grove | IL | 08/2021 | 08/2023 |
| Menards | Montgomery | IL | 08/2021 | 07/2023 |
| Ymca | Bloomington | IL | 08/2023 | 03/2024 |
| Illinois State University College Of Business | Normal | IL | 10/2023 | 02/2025 |
| Jason Martin State Farm Agency | Shorewood | IL | 05/2024 | 08/2024 |
| Flanagan State Bank | Bloomington | IL | 08/2024 | 04/2025 |
| Mcbeath Financial Group | Normal | IL | 09/2025 | Present |
| Yorkville High School | Yorkville | IL | 01/2016 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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