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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-29 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-29 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 09/2021 | 05/2024 |
| Jmn Holding Inc Dba Dryv | Chicago | IL | 01/2017 | 12/2020 |
| Vertigo Trading Corp. | Chicago | IL | 01/2005 | 12/2016 |
| Self Employed | Chicago | IL | 12/2020 | 09/2021 |
| Cetera Investment Advisers Llc | Lombard | IL | 10/2021 | 05/2024 |
| Lincoln Investment | Fort Washington | PA | 05/2024 | Present |
| Capital Analysts | Fort Washington | PA | 05/2024 | Present |
WEALTHGUIDE ADVISORS, LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/23/2024 ADDRESS: 500 Waters Edge, Suite 150, Lombard IL 60148, United States DESCRIPTION: Providing insurance coverage to clients. THG FINANCIAL STRATEGIES POSITION: Agent NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/28/2025 ADDRESS: 1 Lincoln Center Ste. 100, Oakbrook Terrace IL 60181, United States DESCRIPTION: Non Variable Fixed Solutions. Life Insurance. Long Term Care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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