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1200 Centre West Drive, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-17 |
| TX | RA | APPROVED | 2020-11-13 |
| IL | RA | APPROVED | 2014-03-07 |
Branch Locations
1200 Centre West Drive, Springfield, IL 62704 • United States
2400 Tamiami Trail North Suite 403, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Springfield | IL | 11/1998 | 06/2018 |
| Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial | Springfield | IL | 01/2011 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | 07/2020 |
(1.) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; TITLE WITH OBA: INDEPENDENT INSURANCE AGENT; DUTIES: SELLING FIXED PRODUCTS; START DATE: 12/1993; APPROX. NUMBER OF HOURS/MONTH: 0.5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: C&N INVESTMENTS, LLC; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: PRIVATE PLACEMENT INVESTMENTS; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 12/2021; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: 5945 SAND WEDGE LLC; ADDRESS OF OBA: NAPLES, FL 34103; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 09/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: 1200 CENTRE WEST LLC; ADDRESS OF OBA: SPRINGFIELD, IL; 62704; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 08/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: TACO GRINGO, INC. BOARD OF DIRECTORS; ADDRESS OF OBA: SPRINGFIELD, IL 62702; NATURE: BOARD OF DIRECTORS FOR A FAMILY RUN RESTAURANT FRANCHISE; INVESTMENT RELATED: NO; TITLE WITH OBA: DIRECTOR; DUTIES: PROVIDE CONSULTING SERVICES; START DATE: 09/26/2025; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-24 |
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