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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-28 |
Branch Locations
3090 N Main St Suite C, Decatur, IL 62526 • United States
226 W. Eldorado, Decatur, IL 62522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Decatur | IL | 06/2017 | 12/2018 |
| Unemployed | Decatur | IL | 04/2016 | 06/2017 |
| Private Client Services, Llc | Decatur | IL | 01/2019 | 01/2021 |
| Miller Wealth Management Group, Llc | Decatur | IL | 01/2019 | 01/2021 |
| Investment Planners Wealth Management, Inc | Decatur | IL | 01/2021 | Present |
1)Licensed insurance professional. Selling fixed insurance product, not investment related, from 3090 N. Main Street, Suite C Decatur, IL 62526. Less than 10% of business time. From 03/05/2018 to 6/30/2020 and 05/01/2023 to present.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
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