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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-01 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
799 Roosevelt Road Building 4, Ste 301, Glen Ellyn, IL 60137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2014 | 11/2024 |
| Private Client Services | Glen Ellyn | IL | 11/2024 | Present |
| Vestgen Advisors, Llc | Glen Ellyn | IL | 11/2024 | Present |
| Ek&A | Glen Ellyn | IL | 08/2001 | Present |
1) Esposito Kiker & Associates. 799 Roosevelt Road, Building 4, Suite 301, Glen Ellyn, IL 60137. Entity continues for transition from Commonwealth to VestGen employment. Facilitates employment for our team's comp and benefits. Parter (50%) Management of Team. 10 hrs/mo; 10 during trading hrs. Investment related. 2) Fixed Insurance and Annuity Sales. 799 Roosevelt Road, Building 4, Suite 301, Glen Ellyn, IL 60137. Sales of Life, Disability, Long-Term Care and Fixed Annuities. Owner, Sales, Service. 5 hrs/mo; 5 during trading hrs. Not investment related. 4) Hutchinson's Descendant's Trust. 1711 E Forest Ave, Wheaton, IL 60187. I am the trustee for an Irrevocable Life Insurance Trust established by my wife's uncle David Hutchinson for the benefit of his children. Receive & respond to correspondence & questions about the trust and life insurance policies therein. I am not the agent on policies. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-16 |
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