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Current Employers
Intentgen Financial Partners

1460 Bond St, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-20
IL RA APPROVED 2026-05-18
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • IL RA
    APPROVED
    Since 2026-05-18

Branch Locations

1460 Bond St, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lns Operations Llc Dba Intentgen Financial Partners Saint Charles IL 05/2026 Present
Raymond James Financial Services, Inc. Geneva IL 11/2021 10/2022
Illinois Wesleyan University Bloomington IL 08/2017 04/2021
Geneva Golf Club Geneva IL 05/2021 09/2021
Geneva Golf Club Geneva IL 05/2020 08/2020
Geneva Golf Club Geneva IL 05/2019 08/2019
Geneva Golf Club Geneva IL 06/2018 08/2018
Mcdonald's Geneva IL 02/2017 05/2017
Raymond James Financial Services Advisors, Inc. Geneva IL 12/2021 10/2022
J. P. Morgan Securities Llc Chicago IL 10/2022 03/2023
Unemployed Geneva IL 10/2012 01/2017
Unemployed Geneva IL 06/2017 07/2017
Thrivent Advisor Network, Llc Dba Intentgen Financial Partners Naperville IL 06/2023 06/2026
Purshe Kaplan Sterling Investments, Inc. Albany NY 06/2023 07/2024
Morton Private Wealth Strategies Geneva IL 05/2021 09/2021
Morton Private Wealth Strategies Geneva IL 09/2021 12/2021
Morton Private Wealth Strategies Geneva IL 01/2022 10/2022
Unemployed Saint Charles IL 04/2023 06/2023
Thrivent Investment Management Inc Minneapolis MN 08/2024 06/2026
Purshe Kaplan Sterling Investments Albany NY 06/2026 Present
  • 05/2026 → Present
    Lns Operations Llc Dba Intentgen Financial Partners
    Saint Charles, IL
  • 11/2021 → 10/2022
    Raymond James Financial Services, Inc.
    Geneva, IL
  • 08/2017 → 04/2021
    Illinois Wesleyan University
    Bloomington, IL
  • 05/2021 → 09/2021
    Geneva Golf Club
    Geneva, IL
  • 05/2020 → 08/2020
    Geneva Golf Club
    Geneva, IL
  • 05/2019 → 08/2019
    Geneva Golf Club
    Geneva, IL
  • 06/2018 → 08/2018
    Geneva Golf Club
    Geneva, IL
  • 02/2017 → 05/2017
    Mcdonald's
    Geneva, IL
  • 12/2021 → 10/2022
    Geneva, IL
  • 10/2022 → 03/2023
    J. P. Morgan Securities Llc
    Chicago, IL
  • 10/2012 → 01/2017
    Unemployed
    Geneva, IL
  • 06/2017 → 07/2017
    Unemployed
    Geneva, IL
  • 06/2023 → 06/2026
    Thrivent Advisor Network, Llc Dba Intentgen Financial Partners
    Naperville, IL
  • 06/2023 → 07/2024
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 05/2021 → 09/2021
    Morton Private Wealth Strategies
    Geneva, IL
  • 09/2021 → 12/2021
    Morton Private Wealth Strategies
    Geneva, IL
  • 01/2022 → 10/2022
    Morton Private Wealth Strategies
    Geneva, IL
  • 04/2023 → 06/2023
    Unemployed
    Saint Charles, IL
  • 08/2024 → 06/2026
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 06/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1. LNS Operations, LLC d/b/a IntentGen Financial Parters. Investment related. At registered location. RIA. Licensed Operations Professional. Start date: 05/2026. 160 hrs/month; all during trading hours. Provide advice to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20

View on SEC IAPD

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