Eric Mooney

Current Employers

Employment History

• 06/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2011 → 06/2018
  Student
  Dundee, IL
• 06/2018 → 06/2022
  Student
  Cedar Falls, IA
• 06/2022 → Present
  Mooney Lyons Financial
  Barrington, IL
• 06/2022 → 11/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 11/2024
  Osaic Wealth, Inc.
  South Barrington, IL
• 11/2024 → Present
  Private Client Services
  South Barrington, IL
• 11/2024 → Present
  Vestgen Advisors, Llc
  South Barrington, IL

Previous Registrations

• 2023-05-12 → 2024-11-11
  Osaic Advisory Services, Llc
  Atlanta, GA
  South Barrington, IL

Other Businesses

1) Non-Variable Annuities & Insurance Products. 1 Executive Court, Suite #5, South Barrington, IL 60010. Non-Variable Annuities & Insurance Products. 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. 2) Naperville Networking Alliance. 3011 Ogden Ave, Lisle, IL 60532. Networking Group. Board of Directors; record keeping; president. 5 hrs/mo; 5 during trading hrs. Not investment related. 3) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 120 hrs/mo; 120 during trading hrs. Investment related. 4) 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11