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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-03 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
3393 Bargaintown Road, Egg Harbor Twp., NJ 08234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-17 |
Branch Locations
3393 Bargaintown Road, Egg Harbor Twp., NJ 08234 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jnl | Delphos | OH | 12/1994 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2005 | 10/2017 |
| Sigma Planning Corporation | Ann Arbor | MI | 08/2010 | 10/2017 |
| Vestgen Advisors, Llc | Egg Harbor Township | NJ | 01/2025 | Present |
| Hanlon Investment Management | Egg Harbor Township | NJ | 01/2018 | 01/2025 |
1) Independent life and health insurance agent, investment related, 25 hours per month, 25 hours during trading hours. 2) WebDocUSA; www.webdocusa, a)platform facilitator for web based counseling for colleges and local government, non-investment related, b) also developed IOS and Droid app for interpretation services to help deaf community, 20 hours per month, 20 hours during trading periods.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
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