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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 | 2026-04-01 |
Branch Locations
15321 S 94Th Ave Ste 100, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accenture, Llc | Chicago | IL | 01/2022 | 08/2025 |
| Ernst & Young, Llp | New York | NY | 05/2020 | 12/2021 |
| Betterment, Llc | New York | NY | 05/2019 | 04/2020 |
| Morningstar Investment Management, Llc | Chicago | IL | 07/2015 | 04/2019 |
| Megent Financial | Orland Park | IL | 09/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 09/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 06/2025 | 09/2025 |
| Cetera Investment Advisors | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: MEGENT FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE OPERATIONAL SUPPORT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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