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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 | 2023-06-29 |
| CT | RA | APPROVED | 2023-06-28 |
| NY | RA | APPROVED | 2023-06-28 |
Branch Locations
New Milford, CT • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bethel | CT | 10/2015 | 05/2019 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 05/2019 | 04/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2023 | Present |
Help to Retire Now 53 S Main St New Milford, CT 06776 SALES OF INSURANCE PRODUCTS, INVESTMENT RELATED; CT; INSURANCE AGENT; 2016; APPROXIMATELY 90 HOURS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE AND MEDICARE PRODUCTS. TAX PREPARATION, NOT INVESTMENT RELATED; CT; TAX PREPARER, 01/2007; APPROXIMATELY 15 HRS/MO DURING TRADING HOURS Seasonal; PROVIDE TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-18 |
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