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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-08 |
| CA | RA | APPROVED | 2026-05-04 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Egg Harbor Township, NJ • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Vanderbilt Securities, Llc | Woodbury | NY | 11/2017 | 07/2019 |
| Morgan Stanley | Northfield | NJ | 07/2019 | 08/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 08/2023 |
| Capital Markets Iq, Llc | Los Angeles | CA | 08/2016 | 11/2017 |
| Cs Planning Corp. | Portland | OR | 08/2023 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 09/2023 |
| Brookstone Wealth Advisors Llc | Wheaton | IL | 05/2026 | Present |
UPWARD MEDIA PARTNERS; NOT INVESTMENT RELATED; 21200 Oxnard St. #6311, WOODLANDHILLS/CA; NATURE OF BUSINESS: DEVELOPING CONTENT FOR MEDIA; TITLE: CO-FOUNDER; START DATE: 06/2019; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 15.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-24 |
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