Thomas Edward Westrick

Employer firm

Rpc Private Wealth, LLC CRD 298527

$286M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → 12/2020
  Retirement Programs, Llc
  Hinsdale, IL
• 11/2010 → 12/2020
  Apw Capital, Inc.
  Rockaway, NJ
• 08/2016 → 01/2019
  Private Vista, Llc
  Chicago, IL
• 09/2018 → Present
  Rpc Wealth Management, Llc
  Hinsdale, IL
• 01/2015 → 12/2020
  Retirement Programs, Llc
  Hinsdale, IL

Previous Registrations

• 2016-08-02 → 2019-02-26
  Private Vista, Llc
  Hinsdale, IL
  Oak Brook, IL
• 2011-03-22 → 2016-08-01
  Wna Wealth Advisors, Inc.
  Hinsdale, IL

Other Businesses

(1) RETIREMENT PROGRAMS Co. LLC. 120 E OGDEN AVE. STE. 102 HINSDALE IL 60521. START DATE-4/20/01. 20HRS/WK. POSITION-FINANCIAL CONSULTANT. JOB FUNCTIONS-FINANCIAL PLANNING, ASSIST W/CLIENT PAPERWORK & PHONE CALLS, MANAGES CLIENT DATA MANAGEMENT PROGRAM. (2) Real Estate; Rockford, IL; not investment related; Duties: invest in house to get rental income; Amount of time: > 1 hour/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-26
• S63 Uniform Securities Agent State Law Examination
  1999-05-21

Designations

• Certified Financial Planner