DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VESTGEN ADVISORS, LLC
Kansas City, MO | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VESTGEN ADVISORS, LLC | Independent wealth | Jun 3, 2025 | n/a | yes | Kansas City, MO|CHICAGO, IL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 24, 1994 | Jun 4, 2025 | no | KANSAS CITY, MO|KANSAS CITY, MO|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | VESTGEN ADVISORS, LLC | Jun 4, 2025 | Jun 3, 2025 | -1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:318657:MO:2025-06-04 | Jun 4, 2025 | Jun 3, 2025 | KANSAS CITY, MO | Firm change |