DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Bradley Scott Doy

Vestgen Advisors, LLCindependent RIADowners Grove, Il dual registrantIAPD 2587926

Feed of 09/15/2026

Also filed as Bradley S Doy

At current firm

1 y

since Oct 17, 2024

In the industry

31 y

since Jun 6, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
Designations: CPFAreportedvestgen.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 31reportedvestgen.com“Brad is a seasoned financial advisor with over 31 years of experience.”
Professional profile: vestgen.com/bradley-doyreportedvestgen.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Oct 17, 2024 · Chicago, Il
LPL Financial LLC BD affiliated
Nov 14, 2019 to Dec 3, 2024 · Downers Grove, Il
Efg Advisors, LLC unclassified
May 9, 2013 to Mar 11, 2014 · Schaumburg, Il
Valmark Advisers, Inc. BD affiliated
Jul 17, 2012 to Nov 15, 2019 · Schaumburg, Il
Woodbury Financial Services, Inc. former
May 10, 2006 to Jul 19, 2012 · Schaumburg, Il

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Vestgen Advisors, LLC
left Dec 3, 2024, registered Oct 17, 2024 (-47 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Valmark Advisers, Inc. to Efg Advisors, LLC
left Nov 15, 2019, registered May 9, 2013 (-2381 days) · Other · moved with a team
Efg Advisors, LLC to LPL Financial LLC
left Mar 11, 2014, registered Nov 14, 2019 (2074 days) · Other
Woodbury Financial Services, Inc. to Valmark Advisers, Inc.
left Jul 19, 2012, registered Jul 17, 2012 (-2 days) · Other

Signals

Bradley Scott Doy left Lpl Financial Llc for Vestgen Advisors, Llc (registered 2024-10-17)
Dec 3, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address