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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-16 |
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 |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 08/2024 |
| Brookstone Capital Management | Wheaton | IL | 03/2026 | Present |
| Organic Growth Institute | Naperville | IL | 09/2024 | 03/2026 |
(1) VAN BORTELL, LLC; NOT INVESTMENT RELATED; 1768 SHAFFNER RD, WHEATON, IL 60189, USA; LLC THAT OWNS PATENTS AWARDED TO ME; OWNER; START: 9/2009; ZERO HRS/MONTH; MARKET THE PATENTED DEVICE. (2) FINANCIAL ADVISOR MAGAZINE; NOT INVESTMENT RELATED; 1768 SHAFFNER RD, SHREWSBURY, NJ 07702, USA; PUBLISH ARTICLES ON PRACTICE MANAGEMENT FOR ADVISORS; UNCOMPENSATED CONTRIBUTING AUTHOR; START: 09/2023; 0- 4HRS/MO, NOT DURING TRADING HOURS; PUBLISH ARTICLES ON PRACTICE MANAGEMENT FOR ADVISORS - 4 TO 10 PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-15 |
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