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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
| IL | RA | APPROVED | 2024-10-14 |
| IN | 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 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Naperville | IL | 11/1998 | 10/2024 |
| Mohns & Haller, Inc. | Naperville | IL | 12/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Naperville | IL | 01/2009 | 10/2024 |
| Windy Press | Naples | FL | 04/2012 | Present |
| Fountain Wealth Management | Naperville | IL | 10/2021 | Present |
| Wisdom For Wealth, Inc | Naples | FL | 01/2020 | Present |
| Private Client Services | Naperville | IL | 10/2024 | Present |
| Vestgen Advisors, Llc | Naperville | IL | 10/2024 | Present |
1) VestGen Wealth Partners Holdings, LLC. 213 W Union Ave, Wheaton, IL 60187. Financial Services Holding Company. Limited Partner, Principal and Founding Member. Investment related. 2) Kingdom Advisors. 3301 Windy Ridge Pkwy, Ste 50, Atlanta, GA 30339. Not for profit organization whose mission is to inspire and equip financial advisors to integrate their faith into their practice. Board member. Less than 5 hrs/mo; less than 5 hrs during trading hrs. Not investment related. 3) Mohns & Haller, Inc. 2155 City Gate Lane, Ste 125, Naperville, IL 60563. Operating company thru which payroll and benefits are paid to employees. President, 50% owner-bookkeeping/payroll. Less than 1 hr/mo; less than 1 hr during trading hrs. Not investment related. 4) Windy Press International. PO Box 1541, Warrenville, IL 60555. Windy Press is a publisher of electronic childrens books. Investor/business consultant. Less than 5 hrs/mo; less than 5 hrs during trading hrs. Not investment related. 5) Wisdom4Wealth LLC. 1110 Pine Ridge Rd, July 2024, holding company, Naperville IL, limited partner, 0-1 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-16 |
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