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207 S. Mclean Street, Lincoln, IL 62656-2858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-18 |
| IL | RA | APPROVED | 2009-12-23 |
Branch Locations
207 S. Mclean Street, Lincoln, IL 62656-2858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacesetter Financial Group, Llc | Lincoln | IL | 09/2007 | Present |
| J.M. Abbott & Associates, Ltd. | Lincoln | IL | 09/2007 | Present |
ANDY WORKS AS A CERTIFIED PUBLIC ACCOUNTANT FOR J.M. ABBOTT & ASSOCIATES, LTD, LOCATED AT 207 S. MCLEAN STREET, LINCOLN, IL 62656, WHICH IS A CERTIFIED PUBLIC ACCOUNTING FIRM. J.M. ABBOTT & ASSOCIATES, LTD. IS NOT AN INVESTMENT-RELATED BUSINESS. BOTH J.M. ABBOTT & ASSOCIATES, LTD. AND PACESETTER FINANCIAL GROUP, LLC ARE CO-OWNED BY THE SAME TWO MAJORITY PARTNERS, CLAYTON L. GEORGE AND DEBRA A. CURRY. J.M. ABBOTT & ASSOCIATES, LTD ALSO HAS TWO MINORITY PARTNERS. THE BUSINESSES ARE COMPLEMENTARY OF EACH OTHER. ANDY WAS HIRED BY J.M. ABBOTT & ASSOCIATES, LTD AT THE SAME TIME HE BEGAN WORKING FOR PACESETTER FINANCIAL GROUP, LLC, IN SEPTEMBER OF 2007. ANDY WILL DEVOTE AN AVERAGE OF 45 HOURS PER MONTH (25% OF HIS TIME) TO J.M. ABBOTT & ASSOCIATES-RELATED BUSINESS, 3/4 OF WHICH WILL BE DURING SECURITIES TRADING HOURS. ANDY PREPARES TAX RETURNS AND MONTHLY FINANCIAL STATEMENTS, AND ASSISTS CLIENTS IN TAX PLANNING AND BUSINESS CONSULTING FOR J.M. ABBOTT & ASSOCIATES, LTD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
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