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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-12-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
2445 Dean Street Suite H, St. Charles, IL 60175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irongate Advisory | St. Charles | IL | 10/2006 | Present |
| Horter Investment Management | Cincinnati | OH | 06/2015 | 12/2016 |
| Brookstone Capital Management | Wheaton | IL | 12/2016 | Present |
THE NAME OF THE OTHER BUSINESS: IRONGATE ADVISORY INVESTMENT RELATED?: YES NATURE OF OTHER BUSINESS: ANNUITY AND LIFE INSURANCE SALES YOUR POSITION: PRESIDENT/OWNER START DATE: 10/2006 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 50 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 25 BRIEFLY DESCRIBE YOUR DUTIES: MANAGE THE BUSINESS, CLIENT MEETINGS, AND SERVICING AND SELLING ANNUITY AND LIFE POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-20 |
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