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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-06 |
Branch Locations
2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 11/2012 | 07/2017 |
| Citizens Securities, Inc | Pittsburgh | PA | 07/2017 | 10/2017 |
| Tiaa | Pittsburgh | PA | 10/2017 | 12/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 10/2017 | 12/2018 |
| Unemployed | Cranberry Township | PA | 12/2018 | 03/2019 |
| Securian Financial Services Inc | St Paul | MN | 03/2019 | 08/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2019 | 08/2019 |
| Financial Design Group | Toledo | OH | 03/2019 | 08/2019 |
| Ameritas Investment Corp | Lincoln | NE | 08/2019 | 02/2020 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2019 | 02/2020 |
| Elevate Private Wealth Advisors | Cranberry Township | PA | 08/2019 | Present |
| Retirement Wealth Advisors, Inc. | Cranberry Township | PA | 02/2020 | Present |
ELEVATE PRIVATE WEALTH ADVISORS; INVESTMENT RELATED; 2009 MACKENZIE WAY, SUITE 100, CRANBERRY TOWNSHIP, PA 16066; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 08/2019; 40 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-07 |
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