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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-03-15 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
4833 Front St Suite B 310, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Sheridan | WY | 11/2007 | 07/2017 |
| Brookstone Capital Management | Wheaton | IL | 03/2018 | Present |
| Regal Investment Advisors Llc | Sheridan | WY | 07/2017 | 03/2018 |
Licensed insurance agent able to solicit and sell insurance and annuity products, approximately 160 hours per month. Cornerstone Financial Consultants is the name I will be marketing myself under.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
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