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Advisor at VESTGEN INVESTMENT MANAGEMENT
EGG HARBOR TWP, NJ | Egg Harborn Township, NJ | 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 | Dec 6, 2024 | n/a | yes | CHICAGO, IL|Egg Harborn Township, NJ | Current employment |
| VESTGEN INVESTMENT MANAGEMENT | Mixed wealth | Mar 21, 2003 | n/a | yes | EGG HARBOR TWP, NJ | Current employment |
| VESTBRIDGE ADVISORS, INC | Former SEC adviser | Sep 6, 2022 | Nov 23, 2024 | no | North Palm Beach, FL|EGG HARBOR TOWNSHIP, NJ | Previous registration |
| SENTRA SECURITIES CORPORATION | n/a | Mar 25, 2003 | May 6, 2003 | no | NORTHFIELD, NJ | Previous registration |
| SENTRA SECURITIES CORPORATION | n/a | Jul 19, 2002 | Mar 14, 2003 | no | NORTHFIELD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VESTBRIDGE ADVISORS, INC | VESTGEN ADVISORS, LLC | Nov 23, 2024 | Dec 6, 2024 | 13 | Firm change | RIA to RIA |
| SENTRA SECURITIES CORPORATION | VESTBRIDGE ADVISORS, INC | May 6, 2003 | Sep 6, 2022 | 7,063 | Firm change after gap | Other |
| SENTRA SECURITIES CORPORATION | VESTGEN INVESTMENT MANAGEMENT | Mar 14, 2003 | Mar 21, 2003 | 7 | Firm change | Other |