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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
2155 Citygate Lane Suite 125, Naperville, IL 60653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 03/2023 |
| Comcast | Lake Zurich | IL | 03/2010 | 06/2018 |
| Raymond James Financial Services, Inc. | Naperville | IL | 03/2023 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Naperville | IL | 03/2023 | 10/2024 |
| Fountain Wealth | Naperville | IL | 03/2023 | Present |
| Fountain Wealth Management | Naperville | IL | 04/2023 | Present |
| Private Client Services | Naperville | IL | 10/2024 | Present |
| Vestgen Advisors, Llc | Naperville | IL | 10/2024 | Present |
1) Wisdom4Wealth, LLC. 2155 CityGate Ln, Suite 125, Naperville, IL 60563. Holding company for equity. Passive holder. No duties. Investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 160 hrs/mo; 8 during trading hrs. 3) Mohns & Haller Inc. 2155 CityGate Ln, Suite 125, Naperville, IL 60563. Operating company thru which payroll and benefits are paid to employees. Employee. 1 hr/mo; 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
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