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Inactive

Marsha G Harris

Brookstone Capital Management LLC

Wheaton, IL

Fort Wayne, IN

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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2009-03-27
OH RA APPROVED 2009-03-25
  • IN RA
    APPROVED
    Since 2009-03-27
  • OH RA
    APPROVED
    Since 2009-03-25

Branch Locations

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

1910 St. Joe Center Rd. Unit 45, Fort Wayne, IN 46825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Capital Management Wheaton IL 03/2009 Present
Unified Wealth And Retirement Planning Ft. Wayne IN 05/2009 Present
  • 03/2009 → Present
    Brookstone Capital Management
    Wheaton, IL
  • 05/2009 → Present
    Unified Wealth And Retirement Planning
    Ft. Wayne, IN
Previous Registrations
Other Businesses

INSURANCE SALES - LONG TERM CARE, DISABILITY, ANNUITIES, ETC. TAX PREP - EXISTING CLIENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-15
S63 Uniform Securities Agent State Law Examination 2003-02-05
  • S65 Uniform Investment Adviser Law Examination
    2008-07-15
  • S63 Uniform Securities Agent State Law Examination
    2003-02-05

View on SEC IAPD

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