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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
15321 S 94Th Ave Ste 100, Orland Park, IL 60462 • United States
1928 West Fulton #3, Chicago, IL 60612 • United States
1200 Harger Road Suite 325, Oak Brook, IL 60523 • United States
Chicago, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Orland Park | IL | 04/2016 | 02/2019 |
| Opus Wealth Partners, Llc | Lisle | IL | 04/2016 | 02/2019 |
| Megent Financial | Orland Park | IL | 02/2019 | Present |
| Burton Financial Group, Llc | Orland Park | IL | 04/2016 | 02/2019 |
| Cetera Advisors Llc | Denver | CO | 02/2019 | Present |
| Forty Acres Woods Retreat | Dowagiac | MI | 12/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. MEGENT FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 04/2016, MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES. 2.FORTY ACRES WOODS RETREAT, NOT INVESTMENT RELATED, 94680 M152, DOWAGIAC, MI 49047, REAL ESTATE, STARTED 1/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
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