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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-15 |
Branch Locations
309 S. 21St St. Unit 4, Mattoon, IL 61938 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Mattoon | IL | 01/2017 | 11/2018 |
| Altadonna Wealth Management | Charleston | IL | 03/2016 | 12/2016 |
| First Mid Wealth Management Co | Mattoon | IL | 01/2017 | 10/2018 |
| Tiaa | Champaign | IL | 11/2018 | 11/2020 |
| Justin Kirby | Champaign | IL | 11/2020 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Champaign | IL | 11/2020 | 01/2022 |
| Ipiw | Decatur | IL | 01/2022 | 05/2026 |
| Ipi Inc. | Decatur | IL | 01/2022 | 05/2026 |
| United Planners Financial Services | Scottsdale | AZ | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-06 |
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