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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-04 |
Branch Locations
100 West Washington Street, Newton, IL 62448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Advisory Group | Effingham | IL | 05/2022 | 03/2025 |
| Rural King | Mattoon | IL | 12/2018 | 05/2022 |
| Victory Academy | Bloomington | IL | 10/2018 | 12/2018 |
| Furman Roth Advertising | New York | NY | 06/2018 | 08/2018 |
| Glik's | Effingham | IL | 06/2017 | 03/2018 |
| Imagine This! Marketing Group | Effingham | IL | 12/2016 | 01/2017 |
| University Of Mississippi | Oxford | MS | 08/2015 | 05/2017 |
| Illinois State University | Normal | IL | 08/2017 | 12/2018 |
| Jansen's Tumbling And Dance | Effingham | IL | 09/2019 | 03/2020 |
| Woodbury Financial Services Inc | Effingham | IL | 09/2023 | 01/2024 |
| Osaic Wealth, Inc. | Effingham | IL | 01/2024 | 03/2025 |
| Peoples Wealth Management | Newton | IL | 03/2025 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Peoples Wealth Management | Newton | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
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