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3400 Wabash Avenue, Springfield, IL 62711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Jacksonville | IL | 01/2016 | 01/2025 |
| Lowe's | Springfield | IL | 01/2018 | 08/2023 |
| Bank Of Springfield | Jacksonville | IL | 08/2023 | 01/2025 |
| Bank Of Springfield | Springfield | IL | 01/2025 | Present |
| Bos Asset Management, Llc | Springfield | IL | 01/2025 | 04/2026 |
| Bos Asset Management, Llc | Springfield | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
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