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Advisor at VESTGEN ADVISORS, LLC
CHICAGO, IL | Naperville, 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 | Oct 14, 2024 | n/a | yes | CHICAGO, IL|Naperville, IL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 31, 2023 | Oct 15, 2024 | no | Naperville, IL | Previous registration |
| EDWARD JONES | National bd RIA | Oct 1, 2018 | Apr 3, 2023 | no | Sandwich, IL|ST LOUIS, MO|OSWEGO, IL|OSWEGO, IL|Aurora, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | VESTGEN ADVISORS, LLC | Oct 15, 2024 | Oct 14, 2024 | -1 | Firm change | Ibd to RIA |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 3, 2023 | Mar 31, 2023 | -3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:318657:IL:2024-10-15 | Oct 15, 2024 | Oct 14, 2024 | NAPERVILLE, IL | Firm change |