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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-27 |
Branch Locations
1 Executive Court Suite 5, South Barrington, IL 60010 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woods Creek Tavern | Algonquin | IL | 06/2019 | 08/2019 |
| Rock N Grill | Algonquin | IL | 12/2019 | 08/2021 |
| Huntley Park District | Huntley | IL | 06/2022 | 08/2022 |
| Augustana College | Rock Island | IL | 09/2021 | 05/2022 |
| Augustana College | Rock Island | IL | 09/2022 | 05/2023 |
| Sedgwick Auto Appraisals | Elgin | IL | 05/2023 | 08/2023 |
| Augustana College | Rock Island | IL | 09/2023 | 06/2024 |
| Hyvee | Davenport | IA | 06/2024 | 05/2025 |
| Unemployed | Huntley | IL | 06/2025 | 08/2025 |
| Huntley High School | Huntley | IL | 08/2019 | 11/2019 |
| Private Client Services | South Barrington | IL | 09/2025 | 03/2026 |
| Unemployed | Huntley | IL | 01/2015 | 06/2019 |
| Vestgen Advisors, Llc. | Chicago | IL | 09/2025 | Present |
| Private Client Services | South Barrington | IL | 04/2026 | Present |
1) Private Client Services (PCS); investment-related; 2225 Lexington Road, Louisville, KY 40206; broker-dealer; registered representative; start date: 9/2025, number of hours per month: 20; number of hours during trading hours: 20. 2) VestGen Advisors; investment-related; 1605 West Colonial Parkway, Inverness, IL 60067; RIA; investment adviser representative; start date: 12/2025; number of hours per month: 160; number of hours per month during trading hours: 160. 3) VestGen Insurance Partners; investment-related; 1605 West Colonial Parkway, Inverness, IL 60067; general insurance agency; agent; start date: 02/2026; number of hours per month: 5; number of hours per month during trading hours: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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