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301 N Neil Street Suite 303, Champaign, IL 61820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-02 |
Branch Locations
301 N Neil Street Suite 303, 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 | 02/2010 | 02/2021 |
| Busey Trust Company | Urbana | IL | 07/2007 | 10/2018 |
| Raymond James Financial Services Advisors, Inc | Urbana | IL | 01/2010 | 02/2021 |
| Busey Bank | Urbana | IL | 11/2018 | 02/2021 |
| Sanctuary Securities, Inc. | Champaign | IL | 02/2021 | 03/2026 |
| Sanctuary Advisors Llc | Champaign | IL | 02/2021 | 03/2026 |
| Tenet Wealth Partners, Llc | Champaign | IL | 02/2026 | Present |
1. CARLE FOUNDATION ADDRESS: URBANA, IL NATURE OF THE BUSINESS: OTHER (UNPAID) POSITION/TITLE: BOARD OF TRUSTEES AND FINANCE COMMITTEE: INVESTMENT RELATED: YES START DATE: 9/10HOURS PER MONTH DEVOTED TO THIS BUSINESS: 2 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: DESCRIPTION OF DUTIES: COMMITTEE REVIEWS ITEMS BROUGHT TO THEM AND MAKES RECOMMENDATIONS TO THE FOUNDATION BOARD. COMMITTEE HAS NO VOTING AUTHORITY TO APPROVE OR EXECUTE ANY ACTIONS... DECISIONS THE COMMITTEE MAKES ARE BROUGHT BEFORE THE FOUNDATION BOARD FOR THEIR APPROVAL. 2. MAHOMET SEYMOUR SCHOOLS FOUNDATION POSITION: BOARD MEMBER NATURE: PROVIDE FOR STUDENTS AND FACULTY OF THE SCHOOL DISTRICT BEYOND WHAT'S PROVIDED TO THEM THROUGH THE DISTRICT ITSELF. INVESTMENT RELATED: NO HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 6/1/2019 ADDRESS: PO BOX 665, MAHOMET, IL 61853, UNITED STATES DESCRIPTION: HELP PLAN EVENTS AND DETERMINE THE BEST USE OF THE FOUNDATION'S FUNDS TO SUPPORT STUDENTS. 3. HABITAT FOR HUMANITY OF CHAMPAIGN COUNTY POSITION: FINANCE COMMITTEE MEMBER NATURE: NON-PROFIT THAT FOCUSES ON BUILDING HOMES FOR LOW-INCOME FAMILIES. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 4/11/2024 ADDRESS: 1914 GLENN PARK DR, CHAMPAIGN, IL 61821 UNITED STATES DESCRIPTION: COMMITTEE HAS OVERSIGHT OF THE ORGANIZATION'S FINANCES, INCLUDING BUDGET AND FINANCIAL POLICIES, AND PROVIDES UPDATES TO THE BOARD. THE FINANCE COMMITTEE SUPPORTS THE INVESTMENT COMMITTEE IN DEVELOPING, RECOMMENDING, AND IMPLEMENTING THE ORGANIZATION'S INVESTMENT POLICY STATEMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-17 |
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