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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
| IL | RA | APPROVED | 2024-11-01 |
| TX | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | South Barrington | IL | 12/2014 | 08/2019 |
| Sequioa Wealth Management, Llc | South Barrington | IL | 02/2015 | 08/2019 |
| Triad Advisors | Norcross | GA | 08/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 08/2019 | 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) Author. 1 Executive Court, Suite #5, Barrington, IL 60010. Author of: Retired! What do you want to do for the next 30 years. Present Seminar related to book. 5 hrs/mo; 0 during trading hrs. Not investment related. 2) Boulder Ridge Board of Advisors. 350 Boulder Drive, Lake in the Hills, IL 60156. Golf, swimming, health, dining and social club. To be a liaison from the members of the club to the owners of the club. Attend monthly meetings & participate in discussions on club matters. 2 hrs/mo; 0 during trading hrs. Not investment related. 3) Non-variable annuities and insurance products. 1 Executive Court, Suite #5, Barrington, IL 60010. Solicit and write non-variable annuities and insurance products. 5 hrs/mo; 5 during trading hrs. Investment related. 4) Ted Buckley Speaks & Coaches. 10 Redwood Ct, Lake in the Hills, IL 60156. Motivational speaking and life coaching. Speaker/Coach. 5 hrs/mo; 0 during trading hrs. Not investment related. 5) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60 6) VestGen Insurance Partners, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. VestGen has created VestGen Insurance Partners, LLC (a general agency and insurance division). Insurance and Annuity Soliciation and Sales. 5 hrs/mo; 5 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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