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5821 Fairview Rd Ste 207-5, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-07 |
| NC | RA | APPROVED | 2017-10-06 |
Branch Locations
5821 Fairview Rd Ste 207-5, Charlotte, NC 28209 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-17 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
801 East Morehead Street, Suite 305, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Financial Group | Charlotte | NC | 11/2006 | Present |
| Formulafolio Investments, Inc. | Charlotte | NC | 03/2018 | 12/2021 |
| Jpfg Wealth Management | Charlotte | NC | 10/2017 | Present |
| Brookstone Capital Management | Wheaton | IL | 01/2022 | Present |
1) Millenium Financial; Investment related; 4801 E. Independence Blvd Ste 302 Charlotte NC 28202; insuranc, Oct. 2016, 120 hrs/mo 80 hrs/mo during trading; selling insurance products. 2)JPFG Wealth Management; investment related; 801 E. Morehead St. Ste 305 Charlotte, NC 28202. RIA firm, Owner, Oct. 2017; 30 hrs/ mo 80 hrs/ mo during trading; run day-to-day operations of the RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-19 |
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