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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-23 |
| IL | RA | APPROVED | 2024-09-22 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 10/2012 | 10/2019 |
| Raymond James & Associates | Chicago | IL | 10/2019 | 11/2021 |
| Lake Street Private Wealth | Chicago | IL | 11/2021 | 09/2024 |
| Wealth Management Group/Vestgen Advisors | Inverness | IL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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