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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-06 |
| TX | RA | APPROVED_RES | 2021-10-05 |
Branch Locations
807 S. Commercial St., Harrisburg, IL 62946-2639 • United States
Harrisburg, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Harrisburg | IL | 06/2014 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Harrisburg | IL | 06/2014 | 10/2021 |
| Conerstone National Insurance Co | Jefferson City | MO | 05/2002 | 10/2021 |
| Lazy Moon, Llc | Harrisburg | IL | 09/2000 | 10/2021 |
| Jay Farms Llc | Harrisburg | IL | 02/2000 | 10/2021 |
| Small Blades Inc Aka Evergreen Pines Land Trust | Harrisburg | IL | 12/1996 | 10/2021 |
| Harrisburg High School | Harrisburg | IL | 09/2019 | 10/2021 |
| Michael Stewart & Associates, Llc | Harrisburg | IL | 06/2014 | 10/2021 |
| Ameriprise Financial Services, Llc | Harrisburg | IL | 10/2021 | Present |
Business Ownership; Small Blades Inc aka Evergreen Pines Land Trust; Running the business and bookkeeping; Rental; 375 Blue Hole Rd, , Harrisburg, IL, 62946; Investment-Related; 12/13/1996; 1 to 9 hours per month; 0 during trading hours / Lazy Moon LLC; running business and bookkeeping; Farm; 375 Blue Hole Rd, , Harrisburg, IL, 62946; Not Investment-Related; 09/20/2000; 1 to 9 hours per month; 0 during trading hours / Jay Farms LLC; running the business and bookkeeping; Farming and recreation; 375 Blue Hole Rd, , Harrisburg, IL, 62946; Not Investment-Related; 02/08/2000; 1 to 9 hours per month; 0 during trading hours / Michael Stewart & Associates Financial Services LLC; Running he daily operation of the business, bookkeeping.; Financial Planning; 807 S. Commercial St, , Harrisburg, IL, 62946; Investment-Related; 06/25/2014; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Saline County Industrial Development Co; President; 1 Main St - City hall, , Harrisburg, IL, 62946; Not Investment-Related; 10/02/2002; 1 to 9 hours per month; 0 during trading hours / Harrisburg High School Soccer Booster; Board Member; 333 W. Collage St, , Harrisburg, IL, 62945; Not Investment-Related; 10/18/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Michael Stewart & Associates Financial Services LLC; Managing Member - Running the daily operations of the business; ; 807 S. Commercial St, , Harrisburg, IL, 62946; Investment-Related; 06/25/2014; 60 hours per month; 60 during trading hours / Harrisburg High School; Asst. Coach - Assist with coaching girls high school soccer; Coaching High School Soccer; 333 West Collage St, , Harrisburg, IL, 62946; Not Investment-Related; 10/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Cornerstone National Insurance; Private Equity investment in the Company; 3100 Falling Leaf Ste 200, , Columbia, MO, 65205; Investment-Related; 05/01/2002; 0 hours per month; 0 during trading hours / Writing a book; I will be writing a book regarding faith and finance with The Short Book Formula Publishing.; 375 Blue Hole Rd, , Harrisburg, IL, 62946; Investment-Related; 08/20/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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