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David Allen Wasson

Brookstone Capital Management LLC

Wheaton, IL

Rohnert Park, CA

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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-01-15
  • CA RA
    APPROVED
    Since 2010-01-15

Branch Locations

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

6020 Commerce Blvd. Suite 122, Rohnert Park, CA 94928 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wasson Insurance Services Rohner Park CO 03/2005 Present
  • 03/2005 → Present
    Wasson Insurance Services
    Rohner Park, CO
Previous Registrations
  • 2009-02-25 → 2009-12-14
    Wasson Retirement Services, Llc
    Rohnert Park, CA
  • 2007-03-19 → 2008-12-31
    Wasson Retirement Services, Llc
    Rohnert Park, CA
Other Businesses

INSURANCE AGENT WITH CRP 12/2009 Social security planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-16
S63 Uniform Securities Agent State Law Examination 1991-01-08
  • S65 Uniform Investment Adviser Law Examination
    2007-03-16
  • S63 Uniform Securities Agent State Law Examination
    1991-01-08

View on SEC IAPD

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