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Daniel Joseph Witherspoon

Lifewise Wealth Advisors

Champaign, IL

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Current Employers
Lifewise Wealth Advisors

2911 Crossing Court Suite 102, Champaign, IL 61822 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-27
  • IL RA
    APPROVED
    Since 2026-07-27

Branch Locations

2911 Crossing Court Suite 102, Champaign, IL 61822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beverly Manor Washington IL 08/2009 08/2019
Washington Community High School Washington IL 08/2013 06/2017
Illinois State University Normal IL 06/2017 05/2021
Raymond James Financial Services Urbana IL 05/2021 07/2026
Raymond James Financial Services Advisors Urbana IL 01/2022 07/2026
Busey Bank Urbana IL 05/2021 03/2026
Lifewise Wealth Advisors Champaign IL 07/2026 Present
  • 08/2009 → 08/2019
    Beverly Manor
    Washington, IL
  • 08/2013 → 06/2017
    Washington Community High School
    Washington, IL
  • 06/2017 → 05/2021
    Illinois State University
    Normal, IL
  • 05/2021 → 07/2026
    Raymond James Financial Services
    Urbana, IL
  • 01/2022 → 07/2026
    Raymond James Financial Services Advisors
    Urbana, IL
  • 05/2021 → 03/2026
    Busey Bank
    Urbana, IL
  • 07/2026 → Present
    Champaign, IL
Previous Registrations
Other Businesses

(1)Name of Business: Busey Investment Services Address: 201 W Main St, Urbana, IL, 61801-2621, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/17/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-18
  • S66 Uniform Combined State Law Examination
    2022-01-18

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