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Naperville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Vision Cpa Group | Mt Prospect | IL | 10/2010 | 12/2020 |
| 1St Global Capital Corp | Mount Prospect | IL | 04/2017 | 09/2019 |
| 1St Global Advisors, Inc. | Mount Prospect | IL | 04/2017 | 09/2019 |
| New Vision Wealth Management, Llc | Mt Prospect | IL | 04/2017 | 08/2019 |
| Nexjenn Financial Services | Naperville | IL | 08/2021 | Present |
| Nexjenn Cpa, Ltd | Naperville | IL | 04/2020 | Present |
| New Vision Wealth Management | Mt Prospect | IL | 08/2019 | 08/2021 |
| Nexjenn Real Estate | Naperville | IL | 01/2018 | Present |
Marguerite Beach is currently involved with NexJenn Real Estate as CFO and partner. This activity accounts for approximately 5% of her time. Marguerite Beach is owner of NexJenn CPA, a separate entity providing tax preparation, bookkeeping, and payroll services. This activity accounts for approximately 50% of her time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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