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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-11-01 |
Branch Locations
322 E. Capitol Ave, Springfield, IL 62701 • United States
2601 Chatham Rd, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Inc. | Springfield | IL | 02/1992 | 11/2018 |
| Standard Mutal Insurance Co. | Springfield | IL | 02/1992 | 10/2016 |
| National General Mgmt | Springfield | IL | 10/2016 | 01/2018 |
| Hilltop Securities Independent Network Inc. | Springfield | IL | 01/2018 | 11/2019 |
| Infinex Investments, Inc. | Meriden | CT | 11/2019 | Present |
| Inb | Springfield | IL | 11/2019 | Present |
1.) TRINITY LUTHERAN CHURCH - Not For Profit / Charity - ASISST WITH BUDGETING AND ACCOUNTING GUIDANCE - MEMER - STEWARDSHIP/FINANCE COMMITTEE - no compensation - no hours during business hours - hours during non business hours, 3 HOURS PER MONTH -start date 01/01/2018 - AUBURN, IL 62615 - no conflicts of interest 2) Illinois National Bank - Non-investment related - Springfield, IL - Bookkeeping and Accounting - AVP, Wealth Stratagies - Started 1/22/2018 - 40 business hours/month - 20 non-business hours/month. 3) DARRELL'S EXCHANGE INC - S Corp owned by Father - Secretary - Started July 2018 10 hrs per year during business hrs - 5 hrs per year during non-business hrs - Auburn, IL - Not Investment related - No conflicts of interest
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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