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Reading the graph
Advisor at VESTGEN INVESTMENT MANAGEMENT
CHICAGO, IL | Lakeview, OH | EGG HARBOR TWP., NJ
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 | Feb 3, 2025 | n/a | yes | Lakeview, OH|CHICAGO, IL | Current employment |
| VESTGEN INVESTMENT MANAGEMENT | Mixed wealth | Jan 17, 2019 | n/a | yes | Lakeview, OH|EGG HARBOR TWP., NJ | Current employment |
| Spc | Bd affiliated wealth | Sep 10, 2010 | Oct 2, 2017 | no | DELPHOS, OH|ANN ARBOR, MI|Lakeview, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Spc | VESTGEN INVESTMENT MANAGEMENT | Oct 2, 2017 | Jan 17, 2019 | 472 | Firm change after gap | Other |