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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-22 |
Branch Locations
800 Enterprise Drive Suite 128, Oak Brook, IL 60523 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2010 | 10/2020 |
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2010 | 10/2020 |
| Triad Advisors | Norcross | GA | 10/2020 | 08/2024 |
| Resources Investment Advisors | Overland Park | KS | 10/2020 | Present |
| Osaic Wealth, Inc. | Oak Brook | IL | 08/2024 | Present |
| Vestgen Advisors, Llc | Oak Brook | IL | 08/2025 | Present |
1) OneDigital, Investment Adviser Representative, Oak Brook, IL, investment related, 80 hours per month, 80 hours during trading hours. IAR will retain dual registration with OneDigital and VestGen for a transitional period of time. 2 Osaic Wealth, Inc., investment related, Oak Brook, IL, 20 hours per month, 20 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-13 |
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