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3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-19 |
Branch Locations
3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Springfield | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Springfield | IL | 11/2016 | 01/2022 |
| Sikich Capital Management Llc | Springfield | IL | 01/2022 | Present |
| Triad Advisors | Norcross | GA | 01/2022 | 08/2024 |
| Osaic Wealth, Inc. | Springfield | IL | 08/2024 | Present |
1) SIKICH FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/18/2022 ADDRESS: 1415 W Diehl Rd #400, naperville IL 60563, United States DESCRIPTION: Financial advice, planning and education
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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