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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| FL | RA | APPROVED | 2016-09-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Palmetto Bay, FL • United States
9100 S Dadeland Blvd Suite 1500, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management, Llc | Wheaton | IL | 09/2016 | Present |
| Forte Insurance Professional Associates, Inc | Palmetto Bay | FL | 11/2001 | Present |
Forte Insurance Professional Associates, Inc. - Insurance sales Consultant - Provide consulting services for business owners in the area of Mergers and Acquisitions and cost segregation studies Business consultant & Advisor - 9100 S Dadeland Blvd, Ste 1500, Miami, FL 33156; Works with business owners to optimize business performance, boost efficiency and tackle operational challenges. Started 5/2/25; Not investment related; about 2-8 hours a month.
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