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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-17 |
| NC | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
4912 Main St., Downers Grove, IL 60515 • 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 |
|---|---|---|---|---|
| Valmark Advisers, Inc. | Akron | OH | 07/2012 | 11/2019 |
| Valmark Securities, Inc. | Akron | OH | 07/2012 | 11/2019 |
| Lpl Financial Llc | Schaumburg | IL | 11/2019 | 12/2024 |
| Vestgen Advisors, Llc | Downers Grove | IL | 10/2024 | Present |
| Private Client Services | Downers Grove | IL | 12/2024 | Present |
1) BDJV Properties, LLC. 4912 Main St, Downers Grove, IL 60515. Office building. Property manager. 2 hrs/mo; 0 during trading hrs. Not investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 175 hrs/mo; 170 during trading hrs. 3) VestGen Wealth Partners Holdings, Chicago IL, Financial Services Holding Company, investment related, Co Founder and Member, w hrs/mo, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-13 |
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