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105 N 36Th Street, Quincy, IL 62301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-10 |
| TX | RA | APPROVED_RES | 2022-02-02 |
| MO | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krilogy Financial | Creve Coeur | MO | 02/2011 | 06/2021 |
| Purposepath Capital, Llc | Quincy | IL | 06/2021 | Present |
1) LICENSED INSURANCE AGENT. ACTIVITY BEGAN IN 2011 AND REPRESENTS LESS THAN 5 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS. 2) CO-OWNER OF PPC TAX, LLC, A TAX PREPARATION FIRM LOCATED IN QUINCY, IL. ACTIVITY BEGAN IN 2024 AND REPRESENTS LESS THAN 10 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS. 3) GENERAL PARTNER OF DISALVO FINANCIAL, L.P., A NON-INVESTMENT RELATED LEGAL ENTITY CREATED IN 2015 FOR TAX/ACCOUNTING PURPOSES. ACTIVITY REPRESENTS LESS THAN FIVE HOURS PER MONTH GENERALLY OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-13 |
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