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Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-01-03
  • IL RA
    APPROVED
    Since 2013-01-03

Branch Locations

Savoy, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Planners, Inc. Decatur IL 01/2006 Present
  • 01/2006 → Present
    Investment Planners, Inc.
    Decatur, IL
Other Businesses

1) JACKSON-HEWITT TAX SERVICE- TUSCOLA - TAX PREPARER; DURING TAX SEASON 5 HOURS PER WEEK; NOT INVESTMENT-RELATED. 2) Eastern Illinois University, 600 Lincoln Ave, Charleston, IL 61920. Start date 08/2014. Teach classes at Lumpki College of Business and Technology 2 days a week, 16 hours during market hours with 8 hours preparation during non-market hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-18
S63 Uniform Securities Agent State Law Examination 2006-02-18
  • S66 Uniform Combined State Law Examination
    2012-12-18
  • S63 Uniform Securities Agent State Law Examination
    2006-02-18

View on SEC IAPD

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