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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-21 |
Branch Locations
525 Woodland Drive, Greensboro, NC 27408 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-20 |
| NC | RA | APPROVED | 2017-05-01 |
Branch Locations
629 Cape Coral Pkwy E, Cape Coral, FL 33904 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
28089 Vanderbilt Dr Suite 103, Bonita Springs, FL 34134 • United States
8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
6210 Scott Street Suite 215, Punta Gorda, FL 33950 • United States
Greensboro, NC • United States
6151 Lake Osprey Sr 3Rd Floor, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawson Financial Group, Inc. | Raleigh | NC | 09/2001 | Present |
| Formulafolio Investments, Llc | Raleigh | NC | 07/2014 | 12/2021 |
| Retirement Wealth Advisors | Raleigh | NC | 05/2017 | Present |
| Brookstone Capital Management | Wheaton | IL | 01/2022 | Present |
LAWSON FINANCIAL GROUP, INC.; INVESTMENT RELATED; 7815 FALCON REST CIRCLE, RALEIGH, NC 27615; INSURANCE AND DIVORCE FINANCIAL CONSULTING; OWNER/INSURANCE AGENT; STARTED 09/2001; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND DIVORCE FINANCIAL CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
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