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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-05 |
| IL | RA | APPROVED | 2022-05-03 |
Branch Locations
2001 Butterfield Road, Suite 160, Downers Grove, IL 60515 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Inverness | IL | 05/2009 | 12/2024 |
| Wealth Management Group, L.L.C | Inverness | IL | 05/2022 | Present |
| Private Client Services | Downers Grove | IL | 12/2024 | Present |
1) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 200 hrs/mo; 150 during trading hrs. 2) Davidson's Bar & Grill. 14136 S Bell Rd, Homer Glen, IL 60491. Bar & Grill. Investor- no daily responsibilities. 0 hrs/mo; 0 during trading hrs. Not investment related. 3) Epiphany Properties LLC. 410 Blackhawk Dr, Westmount, IL 60559. Real Estate property Rentals. Real Estate Investment, landlord, I also have a property manager that handles most things. 10-15 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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