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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED_RES | 2026-08-11 |
| IL | RA | APPROVED | 2026-07-31 |
Branch Locations
1051 Perimeter Drive, Ste. 200, Schaumberg, IL 60173 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2023-01-11 |
| WV | RA | APPROVED | 2021-09-10 |
| IL | RA | APPROVED | 2014-01-16 |
Branch Locations
1051 Perimeter Drive Suite 200, Schaumburg, IL 60173 • United States
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | South Barrington | IL | 08/2010 | Present |
| Vestgen Advisors, Llc | Chicago | IL | 07/2026 | Present |
1) HEALTH AND LIFE INSURANCE SALES. 1699 E. WOODFIELD RD., STE. 110, SCHAUMBURG, IL 60173. INVESTMENT RELATED. START DATE: 2007. AGENT. SALES OF LIFE AND HEALTH INSURANCE POLICIES. ASSIST CLIENTS WITH QUOTES, APPLICATIONS AND UNDERWRITING. APPROX. HRS/MO: 40. APPROX. HRS/MO DURING SECURITIES TRADING: 40. 2) RESIDENTIAL RENTAL PROPERTY MANAGEMENT, 2353 Cove Court, Elgin IL. 2426 Emily Lane, Elgin IL. 1166 Blackhawk Court, Wood Dale IL. 1019 N Winchester Ave #1, Chicago IL. NOT INVESTMENT RELATED. START DATE: 2002. LANDLORD. COLLECT RENT, PAY BILLS, PERFORM LIGHT REPAIR AND CONTRACT FOR LARGER REPAIRS. APPROX. HRS./MO: 8. APPROX. HRS/MO DURING SECURITIES TRADING: 0. 3) Schaumburg Athletic Association United Soccer Club; Not Investment related; 217 Civic Dr., Schaumburg, IL60193; Nature of OBA: SAA United is a non for profit club soccer organization for children in the Schaumburg area; Posn/Title: Treasurer; Start Date: 01/01/2025; Approx Hrs/Mth for OBA: 8 Hrs; Approx Hrs/ Mth during Trading session: ZERO; Duties: As treasurer, I put in check requests for invoices as the come in from various vendors and also deposit checks from members, other teams and sponsors. Assist with putting together the annual budget. Prepare monthly financial reports for the board members to review.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
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