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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-20 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed - Insurance Rep | Carlisle | OH | 09/2014 | 08/2017 |
| Pruco Securities Llc | Cincinnati | OH | 08/2017 | 09/2018 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 08/2017 | 09/2018 |
| Prudential Financial Planning Services | Cincinnati | OH | 11/2017 | 09/2018 |
| First American National Advisors, Llc | Carlisle | OH | 01/2016 | 08/2017 |
| Royal Fund Management, Llc | The Villages | FL | 10/2018 | 05/2022 |
| Brookstone Wealth Management | Wheaton | IL | 05/2022 | Present |
10/2007 Independent Licensed Insurance Agent: Carlise, OH; life and health agent that does Medicare plans; non investment related & also college advisory services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2012-06-22 |
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