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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-06 |
| IL | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
1051 Perimeter Drive Suite 200, Schaumberg, IL 60173 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-12 |
| IN | RA | APPROVED | 2022-10-27 |
| IA | RA | APPROVED | 2022-10-27 |
| SC | RA | APPROVED | 2022-10-25 |
| WI | RA | APPROVED | 2022-10-24 |
| MN | RA | APPROVED | 2022-10-21 |
| MO | RA | APPROVED | 2022-10-21 |
| MI | RA | APPROVED | 2022-01-12 |
| WV | RA | APPROVED | 2021-09-10 |
| OK | RA | APPROVED | 2021-07-07 |
| FL | RA | APPROVED | 2020-05-13 |
| TX | RA | APPROVED_RES | 2018-08-14 |
| IL | RA | APPROVED | 2008-10-06 |
Branch Locations
Wesley Chapel, FL • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1051 Perimeter Drive Suite 200, Schaumburg, IL 60173 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Schaumburg | IL | 10/2008 | Present |
| Vestgen Advisors, Llc | Chicago | IL | 10/2025 | Present |
1) Straley Enterprises, Inc., Inv related, Started 5/1993, Approx 5 hrs/mo, 1.2 during trading hours, 689 Thompsons Way, Inverness, IL 60067, Straley Enterprises provides insurance and investment services, Position: President, Duties: Meet with clients and provide solutions to financial needs/goals. 2) Fixed Life Settlements, Inv related, 12/2013, 1051 Perimeter #200, Schaumburg, IL 60173, Nature: Provide settlement of life insurance policies for qualifying candidates, Position: Agent, Duties: Share alternative methods of maintaining a life insurance contract and the potential benefits of selling a policy if coverage is no longer needed or cash is needed. 3) Inverness Golf Club, Not investment related, Started 1/2019, Approx 1 hr/mo, 0 during trading hours, 102 Roselle Rd., Inverness, IL 60067, Private Golf/Dining Club, Position: Membership and House Committee Member, Duties: Meet one evening per month to discuss member and house activities and concerns. 4) FMT Classes, Investment related, Start 7/2015, Approx 6 hrs/mo, none during trading hours, 1051 Perimeter, #200, Schaumburg, IL 60173, Host retirement readiness classes, Educator/Presenter, Host two 3-hour classes at local school or park district. 5) Caliwood Pictures, Not inv related, started 6/2019, Approx 8 hrs/mo, 2 during trading hrs, 6060 Ctr Dr., Flr 10, Los Angeles, CA 90045, Product movies and short form content for resale to distributors, Position: Partner, Assist partners with project selection, marketing, and record keeping. 6) The Bridge Youth & Family Services. Not Inv Related. Start:3/2021. 721 S Quentin Rd. Ste. 103, Palatine, IL 60067. Membership Committee Member for Charitable Organization helping young people and families achieve social and emotional health. 7) Trustee, 401K, Inverness Golf Club, Inverness, IL. Inv Related. Start: 1/2022. Work w/plan sponsor and administrator to advise on appropriate inv. offerings. 8) New First Financial Resources; Not Investment related; 100 Spectrum Center Drive #400, Irvine, CA 92618; Am a principal member of a life insurance producer group known as FFR. I access life insurance and annuity products through this organization as well as FIG; voluntarily participate in annual meetings 07/01/2007. 9) CineSecure Films, LLC; Not investment related; Address: 1712 Pioneer Ave, Suite 1273, Cheyenne, WY 82001; Nature of OBA: We finance movie and film projects; Posn/Title/Relationship: Partner; Start Date: 10/30/24; Approx No of Hrs/Mth for OBA: 4 Hrs; Approx No of Hrs/Mth for OBA during Trading Hrs: 1 Hr; Duties towards OBA: We simply separated out of our Caliwood Pictures company the function of film financing and investing 10) VestGen Advisors LLC; Yes investment related; Address: 1 N Franklin, Suite 1850, Chicago, IL 60606; Nature of OBA: VestGen Advisors, LLC is a Registered Investment Advisory Firm; Posn/Title/Relationship: Wealth Advisor; Start Date: 10/01/25; Approx No of Hrs/Mth for OBA: 80 Hrs; Approx No of Hrs/Mth for OBA during Trading Hrs: 80 Hrs; Duties towards OBA: I will be conducting all of my fee-based advisory business through VestGen, while continuing to maintain my broker-dealer relationship with World Equity Group for commission-based business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-06 |
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