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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parnum Financial Services | Temecula | CA | 12/1993 | Present |
| Stacey Parnum (Self Employed) | Temecula | CA | 04/1998 | 01/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2013 | 03/2022 |
| Valley Homes And Estates, Inc. | Murrieta | CA | 07/2018 | 06/2020 |
| Redwood Private Wealth Llc | Phoenix | AZ | 03/2022 | 05/2025 |
| Redwood Tax Specialits | Temecula | CA | 01/2021 | 03/2022 |
| Brookwood Investment Group | Phoenix | AZ | 05/2025 | 04/2026 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2026 | Present |
1). PARNUM FINANCIAL and Insurance Services, INC.; CEO. INVESTMENT RELATED; 10861 DELIBAN AVE, TUJUNGA, CA 91042; INSURANCE SALES & SVCS; INSURANCE AGENT; START DATE 12/93; 60 HRS/MNTH; 60 HRS/MNTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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