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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-06 |
| IL | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
One North Franklin Street Suite 1850, Chicago, IL 60606 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakbrook | IL | 06/2012 | 09/2020 |
| Bank Of America, N.A | Oak Brook | IL | 08/2012 | 09/2020 |
| Raymond James Financial Services, Inc | Downers Grove | IL | 09/2020 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Downers Grove | IL | 09/2020 | 10/2025 |
| The Lat Group | Downers Grove | IL | 09/2020 | Present |
| Private Client Services | Chicago | IL | 10/2025 | Present |
| Vestgen Advisors, Llc. | Chicago | IL | 10/2025 | Present |
VestGen Wealth Partners. RIA. 160 hrs/mo; 6 during trading hrs. Private Client Services, Broker/Dealer, 20 hours/month, 20 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-18 |
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