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301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Urbana | IL | 07/2010 | 05/2021 |
| Raymond James Financial Services Advisors Inc. | Urbana | IL | 08/2011 | 05/2021 |
| Busey Investment Servives | Urbana | IL | 02/2012 | 11/2018 |
| Busey Bank | Urbana | IL | 11/2018 | 05/2021 |
| Busey Bank | Urbana | IL | 11/2018 | 05/2021 |
| Sanctuary Securities, Inc | Champaign | IL | 05/2021 | 12/2023 |
| Sanctuary Advisors, Llc | Champaign | IL | 05/2021 | 12/2023 |
| Sterling Wealth Management, Inc. | Champaign | IL | 11/2023 | Present |
(1) Name: University of Illinois; Position: Independent Contractor; Nature: I will be helping create a class in the Financial Planning department that focuses on challenges and opportunities that women face in their career and financial lives. The course is called Women, Money, and Power. It will be launched for the Spring 2022 semester. Topics covered in the course include issues that affect women in the workplace and how financial planning for women is different; Investment Related: No; Hours: 10; Securities Trading Hours: 0; Start Date: 11/01/2021; Address: 302c Mumford Hall 1301 W. Gregory, Urbana IL 61801, Additional Info: Description: I will be co-creating the course content, textbook, and will be a guest lecturer for one of the courses. (2) Name: Sterling Wealth Management Position: Employee Nature: Sterling Wealth Management is a fee-only Registered Investment Advisor (RIA) located in Champaign Illinois. They offer financial planning and investment management for their clients. Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 11/6/2023 Address: 301 N Neil St Suite 203, Champaign IL 61820, United States Description: I will be employed as a Wealth Advisor working directly with firm clients in preparing financial plans and implementing investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
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