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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
| IL | RA | APPROVED | 2024-11-01 |
Branch Locations
1 Executive Court Suite #5, South Barrington, IL 60010 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Warrenville | IL | 05/2009 | 06/2017 |
| Waddell & Reed, Inc. | Lisle | IL | 05/2009 | 06/2017 |
| Lpl Financial, Llc | South Barrington | IL | 07/2017 | 08/2019 |
| Sequoia Wealth Management, Llc | South Barrington | IL | 07/2017 | 08/2019 |
| Triad Advisors | Norcross | GA | 08/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 08/2019 | 09/2024 |
| Osaic Wealth, Inc. | South Barrington | IL | 08/2024 | 11/2024 |
| Private Client Services | South Barrington | IL | 11/2024 | Present |
| Vestgen Advisors, Llc | South Barrington | IL | 11/2024 | Present |
1) Aspire 403b's. 1 Executive Court, Suite #5, South Barrington, IL 60010. Write 403b plans through Aspire. Investment related. 2) Bartlett Learning Centers Board of Directors. School for mentally challenged children. Board member; attend board meetings, review business activity and help plan fund raising events. 5 hrs/mo; 0 during trading hrs. Not investment related. 3) Non-Variable Annuities & Insurance Products. 1 Executive Court, Suite #5, South Barrington, IL 60010. Investment related. 4) Successor Trustee for Non-Immediate Family Member. 28W751 Townline Rd, Warrenville, IL 60555. 0 hrs/mo; 0 during trading hrs. Investment related. 5) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 120 hrs/mo; 120 during trading hrs. 6) VestGen Insurance Partners, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. VestGen has created VestGen Insurance Partners, LLC (a general agency and insurance division). Insurance and Annuity Soliciation and Sales. 5 hrs/mo; 5 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-06 |
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