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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-09 |
| MA | RA | APPROVED | 2022-03-24 |
| NH | RA | APPROVED | 2020-03-11 |
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 |
|---|---|---|---|---|
| Man Investments Inc. | New York | NY | 09/2014 | 07/2018 |
| Brookstone Capital Management | Wheaton | IL | 03/2020 | Present |
| Infinex Investments | Plymouth | NH | 01/2019 | 02/2020 |
| Northway Bank | Plymouth | NH | 01/2019 | 02/2020 |
| Davis Wealth Management | Concord | NH | 03/2020 | Present |
| Unemployed | Campton | NH | 08/2018 | 12/2018 |
1) Insurance Sales 2) Waterville Valley Resort; part time ski instructor during winter months; start date December 2023;hourly pay; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-14 |
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