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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-16 |
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 |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Oklahoma City | OK | 08/2013 | 06/2022 |
| Bokf, Na | Tulsa | OK | 08/2013 | 06/2022 |
| Sageview Advisory Group | Newport Beach | CA | 09/2022 | 06/2024 |
| Cetera Advisor Networks | El Segundo | CO | 11/2022 | 06/2024 |
| Strategic Wealth Investment Group | Tulsa | OK | 09/2024 | 06/2025 |
| Unemployed | Oklahoma City | OK | 06/2022 | 09/2022 |
| Unemployed | Tulsa | OK | 06/2025 | 07/2025 |
| Brookstone Capital Management | Wheaton | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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