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1460 Bond St, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lns Operations Llc Dba Intentgen Financial Partners | Naperville | IL | 05/2026 | Present |
| Intentgen Financial Partners | Naperville | IL | 01/2019 | 09/2020 |
| Self Employed | Aurora | IL | 11/2014 | 12/2018 |
| Thrivent Investment Management Inc | Naperville | IL | 12/2019 | 09/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 07/2024 |
| Thrivent Advisor Network Dba Intentgen Financial Partners | Naperville | IL | 09/2020 | 06/2026 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | 06/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2026 | Present |
1. LNS Operations, LLC d/b/a IntentGen Financial Parters. Investment related. At registered location. RIA. Financial Advisor. Start date: 05/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. Start date: 09/2020. 40 hrs/month; all during trading hours. Selling/servicing fixed insurance contracts. 3. All Saints Catholic Academy. Not investment related. 1155 Aurora Ave, Naperville, IL 60540. Board of Directors. Board Member. Start date: 08/2023. 2 hrs/month; none during trading hours. Help advise on opportunities and expenses that are under consideration for the school to maintain their budget and provide a safe and efficient learning environment for the students. 4. Pat McNamara Real Estate. Not investment related. 313 Essex Ct, Yorkville, IL 60560. Real Estate. Realtor. Start date: 08/2018. 25 hrs/month; none during trading hours. Help family and close friend buy/sell homes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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