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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
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 | 01/2008 | 12/2024 |
| Wealth Management Group, Llc | Inverness | IL | 05/2022 | Present |
| Private Client Services | Inverness | IL | 12/2024 | Present |
1) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 2) Rental income. 1439 S Michigan Ave, #507, Chicago, IL 60605. Own rental property. It is a one-bedroom condo, and I rent it to individuals. Owner. O hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-20 |
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