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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 Executive Court Suite #5, South Barrington, IL 60010 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chicago | IL | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 09/2021 |
| Triad Advisors | Norcross | GA | 09/2021 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 09/2021 | 09/2024 |
| Osaic Wealth, Inc. | South Barrington | IL | 08/2024 | 11/2024 |
| Private Client Services | South Barrington | IL | 11/2024 | Present |
| Vestgen Advisors, Llc | South Barrington | IL | 11/2024 | Present |
1) Co-Trustee of Living Trust. 5 Frederick Court, Elgin, IL 60177. 0 hrs/mo. Investment related. 2) Non-Variable Annuities and Insurance Prodcuts. 1 Executive Court, Suite #5, South Barrington, IL 60010. Identifying insurance needs and products that fit those needs, applications and servicing of the annuity and insurance products. 5 hrs/mo; 5 during trading hrs. Investment related. 3) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 120 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-22 |
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