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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-13 |
| MO | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
2810 Frank Scott Pkwy W Suite 704, Belleville, IL 62223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creason-Edwards & Cimarolli, P.C. | Belleville | IL | 01/2024 | Present |
| Centene Corporation | St. Louis | MO | 08/2022 | 01/2024 |
| Mediplex Health Professionals | St. Louis | MO | 05/2021 | 08/2022 |
| Seven Summits Consulting, Llc | O'FAllon | MO | 07/2020 | 06/2024 |
| Argos Family Office | St. Louis | MO | 07/2020 | 04/2021 |
| Maher & Company Pc | St. Louis | MO | 06/2017 | 07/2020 |
| Brown Smith Wallace Entrepreneurial Services Group | St. Louis | MO | 11/2016 | 06/2017 |
| Maher & Company Pc | St. Louis | MO | 08/2013 | 11/2016 |
| Avantax Investment Services Inc. | Belleville | IL | 06/2024 | 09/2025 |
| Avantax Advisory Services | Belleville | IL | 06/2024 | 09/2025 |
| Cec Financial Group Pc | Belleville | IL | 01/2024 | Present |
| Cetera Wealth Services, Llc | Belleville | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) CEC FINANCIAL GROUP PC POSITION: Senior Tax Manager NATURE: CPA Firm, INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/15/2024 ADDRESS: 2810 Frank Scott Parkway West, Ste. 704, Belleville IL 62223, United States DESCRIPTION: Provide tax compliance & consulting services to. Prepare & review financial statements, Business Accounting services, bank reconciliations, payroll processing, payables and receivables processing and account analysis. 2)Seven Summits Consulting, LLC; Member; bookkeeping services & tax work; NIR; 0; 07/07/2020; 6 Pinehurst Green Court O'Fallon MO 63366; Owner of the business who manages all day-to-day activities.1.Manage invoicing2.Pay Intuit QBO subscription bill (which is then marked up and billed back to old customers)3. Reconcile bank activity 3)North American Die Casting Association - Chapter 17; Treasurer; NIR; 0; 07/01/2020; 2227 Shady Brook Ct Arnold MO 63010; Prepare monthly treasurer reports for the board meetings, Reconcile bank activity to ensure proper accounting off all activity, Issue checks for vendors (after board approval)Assist with collections from donors (deposit money to bank) 4)Wrestling Coach; Wrestling Coach; NIR; 0; 01/05/2015; 6 Pinehurst Green Court O'Fallon MO 63366; Assisted Training :Assist with practice schedule and organize time for individual and team development. Instruct players on the rules, regulations, equipment, and techniques of the sport. Provide practical instruction and assess performance. Encouraging sportsmanship: Promote teamwork and good sportsmanship among athletes. Encourage athletes to set and maintain high standards of behavior. Maintaining health: Help athletes maintain a healthy weight division. Creating an environment: Establish standards of conduct and create an environment that's conducive to learning. 5) NAME OF OTHER BUSINESS: BEARCAT WRESTLING CLUB; INVESTMENT RELATED: NO; ADDRESS: 704 N KRISTIE LYNN ST, FREEBURG, IL 62243; NATURE OF BUSINESS: BOARD; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE AS THE BOARD’S FINANCIAL STEWARD;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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