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Detailed Report
PATRICK JOSEPH CROWLEY
CRD#: 2898703
IA
Investment Adviser
B
Broker
VESTGEN ADVISORS, LLCCRD#: 318657 1605 WEST COLONIAL PARKWAY
INVERNESS, IL 60067
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 1605 West Colonial Parkway
Inverness, IL 60067
Registration History
199820002002200420062008201020122014201620182020202220242026IAVESTGEN ADVISORS, LLC (CRD# 318657)2022 - Present (2 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2005 - 2024 (19 years)BMESIROW FINANCIAL, INC. (CRD# 2764)2002 - 2005 (2 years)BSALOMON SMITH BARNEY INC. (CRD# 7059)2001 - 2001 (<1 year)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1998 - 2001 (2 years)IALPL FINANCIAL LLC (CRD# 6413)2005 - 2022 (16 years)
License(s)

State Registrations

IA
Illinois 5/3/2022
B
Illinois 12/10/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VESTGEN ADVISORS, LLC (CRD#:318657)
1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067
Registered with this firm since 5/3/2022
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
1605 West Colonial Parkway, Inverness, IL 60067
Registered with this firm since 12/10/2024
Previous Registration(s)
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B
 05/18/2005 - 12/11/2024 LPL FINANCIAL LLC (CRD#:6413) INVERNESS, IL
IA
 11/21/2005 - 10/28/2022 LPL FINANCIAL LLC (CRD#:6413) INVERNESS, IL
B
 07/17/2002 - 05/16/2005 MESIROW FINANCIAL, INC. (CRD#:2764) CHICAGO, IL
B
 02/07/2001 - 07/17/2001 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
B
 05/26/1998 - 01/19/2001 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.