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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
1200 Harger Road Suite 325, Oak Brook, IL 60523 • United States
1928 West Fulton #3, Chicago, IL 60612 • United States
15321 S 94Th Ave Ste 100, Orland Park, IL 60462 • United States
Lockport, IL • United States
Lockport, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Orland Park | IL | 04/2016 | 05/2019 |
| Opus Wealth Partners, Llc | Lisle | IL | 04/2016 | 05/2019 |
| Cetera Advisors Llc | Denver | CO | 05/2019 | Present |
| Megent Financial; | Orland Park | IL | 08/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2011; POSITION/TITLE/RELATIONSHIP: INVESTMENT EXECUTIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVICE TO MY CLIENTS; 2. NAME OF OTHER BUSINESS: MEGANT FINANCIAL, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: NOTARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: NOTARIZE UNION MEMBER DOCUMENTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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