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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-11-01 |
Branch Locations
2222 W. Swann Ave, Tampa, FL 33606 • United States
322 E. Capitol Ave, Springfield, IL 62701 • United States
7535 N. Knoxville Ave, Peoria, IL 61614 • United States
100 Plummer Blvd, Chatham, IL 62629 • United States
2601 Chatham Rd, Springfield, IL 62704 • United States
2849 S. Sixth St, Springfield, IL 62703 • United States
217 S. Neil St, Suite C, Champaign, IL 61820 • United States
3150 W Wabash Ave, Springfield, IL 62704 • United States
2402 E. Washington St, Bloomington, IL 61704 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Springfield | IL | 08/2015 | 04/2019 |
| Hilltop Securities Independent Network | Dallas | TX | 04/2019 | 10/2019 |
| Infinex Investments, Inc. | Meriden | CT | 11/2019 | Present |
| Illinois National Bank | Springfield | IL | 11/2019 | Present |
1) Senegence International; not investment-related; Annawan, IL; Personal Care Products; Independent Distributor; 7/5/2017; 2-5 hours/month; 0 hours/trading; purchase and re-sell personal care products offered by SeneGence International. 2.) INB, N.A. Financial coaching. Yes, Investment related. Financial Coaching Practice. Started June 2020. Ramsey Solutions Master Financial coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-12 |
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