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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Mid Bank & Trust | Mattoon | IL | 10/2020 | 08/2021 |
| First Mid Bank & Trust | Charleston | IL | 05/2022 | 08/2023 |
| Eastern Illinois University | Charleston | IL | 08/2020 | 05/2024 |
| First Mid Bank & Trust | Charleston | IL | 01/2024 | 02/2024 |
| First Mid Wealth Management | Charleston | IL | 02/2024 | Present |
| Stewardson-Strasburg Cusd #5A | Strasburg | IL | 08/2006 | 05/2020 |
| Unemployed | Windsor | IL | 05/2020 | 08/2020 |
| Raymond James Financial Services, Inc. | Charleston | IL | 02/2024 | Present |
| First Mid Bank & Trust | Charleston | IL | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Charleston | IL | 01/2025 | Present |
(1)Name of Business: First Mid Bank & Trust Address: 500 W Lincoln Ave, Charleston, IL, 61920-2442, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I act as an investment client services assistant. I provide assistance to the two Financial Advisors in my branch. (2)Name of Business: First Mid Wealth Management Address: 500 W Lincoln Ave, Charleston, IL, 61920-2442, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an investment client services assistant. I provide assistance to the two Financial Advisors at our branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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