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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2023-05-05 |
| IL | RA | APPROVED | 2022-05-03 |
Branch Locations
Marco Island, FL • 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 |
|---|---|---|---|---|
| Wealth Management Group, L.L.C. | Inverness | IL | 05/2022 | Present |
| Private Client Services | Inverness | IL | 12/2024 | Present |
| Vestgen Advisors | Inverness | IL | 09/2024 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Inverness | IL | 02/2003 | 12/2024 |
1) WMG Holdings. 1605 West Colonial Parkway, Inverness, IL 60067. Holding company for profits interest documentation of VestGen Wealth Partners Series A units. Partner/owner. Not investment related. 2) WMG Real Estate LLC. 1605 West Colonial Parkway, Inverness, IL 60067. Hold company for commercial office building. Owner. 2 hrs/mo; 2 during trading hrs. Not investment related. 3) WMG VWP Holdings. 1605 West Colonial Parkway, Inverness, IL 60067. Holding company for shareholder class A distributions from VestGen Partners Series A units. Owner. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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