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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-22 |
| IL | RA | APPROVED | 2016-06-13 |
Branch Locations
579 W. North Ave., Ste 205, Elmhurst, IL 60126 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
8411 Pyott Road, Suite 107, Lake In The Hills, IL 60156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merlak Tax Advisory Group Inc | Elmhurst | IL | 04/2009 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 06/2016 | Present |
1. MERLAK TAX ADVISORY GROUP, 579 W NORTH AVENUE STE 200 ELMHURST IL 60126. START DATE 1-1-2009 WORK ON TAX PREPARATION, TAX PLANNING, BILL PAYMENTS, OFFICE MGMT AND PAYROLL 30% OF MY INCOME 120 HOURS PER MONTH. I AM ALSO AN INDEPENDENT INSURANCE AGENT THRU THIS ORGANIZATION. 2. Tranont, Selling of natural wellness product. 3. Next Phase Financial LLC- advises in financial and retirement planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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