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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2009-09-25 |
| AZ | RA | APPROVED | 2007-04-18 |
| WI | RA | APPROVED | 2007-04-11 |
| WA | RA | APPROVED | 2007-03-21 |
| CA | RA | APPROVED | 2007-03-20 |
| MO | RA | APPROVED | 2007-02-27 |
| OH | RA | APPROVED | 2007-02-23 |
| PA | RA | APPROVED | 2007-02-23 |
| AR | RA | APPROVED | 2007-02-13 |
| TN | RA | APPROVED | 2007-01-23 |
| OK | RA | APPROVED | 2007-01-19 |
| VA | RA | APPROVED | 2006-11-07 |
| NV | RA | APPROVED | 2006-11-02 |
| IN | RA | APPROVED | 2006-10-23 |
| IL | RA | APPROVED | 2006-08-23 |
| TX | RA | APPROVED | 2006-08-21 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prizm Financial Advisors | Wheaton | IL | 03/2000 | Present |
| Brookstone Capital Management Llc | Wheaton | IL | 09/2006 | Present |
SHAREHOLDER OF PERKINS & ZAYED, PC, 1745 S. NAPERVILLE RD, STE 200, WHEATON, IL 60189, LAW FIRM, NON-INVESTMENT RELATED, ESTATE PLANNING ATTORNEY, 3/1999 TO PRESENT, 2 HOURS PER MONTH. DBA ESTATE AND TRUST LAW GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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