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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-30 |
| FL | RA | APPROVED | 2025-10-09 |
Branch Locations
Beaver Island, MI • United States
Summerland Key, FL • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Maple City | MI | 03/1998 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | 10/2025 |
| Daley Financial Partners | Oak Brook | IL | 04/2021 | 10/2025 |
| Peninsula Asset Management | Beaver Island | MI | 04/2021 | 10/2025 |
| Private Client Services | Summerland Key | FL | 10/2025 | Present |
| Vestgen Advisors, Llc. | Chicago | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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