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1201 Network Centre Drive, Effingham, IL 62401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Palos Heights | IL | 08/2012 | 12/2019 |
| P&L Accounting & Tax Services | Oak Forest | IL | 02/2018 | 04/2018 |
| Ingram Micro | Joilet | IL | 03/2018 | 12/2019 |
| Midland States Bank | Joilet | IL | 01/2020 | 10/2020 |
| Midland Wealth Management | Joilet | IL | 11/2020 | Present |
| Midland Wealth Advisors, Llc | Joilet | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-27 |
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