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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-04-08 |
| FL | RA | APPROVED | 2022-04-07 |
| MD | RA | APPROVED | 2022-03-29 |
Branch Locations
Cape Coral, FL • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 07/2016 | 02/2019 |
| Lincoln Investment | Fort Washington | PA | 02/2019 | 03/2022 |
| American Senior Benefits | Elkton | MD | 05/2015 | 05/2021 |
| Brookstone Wealth Advisors | Grand Rapids | MI | 03/2022 | Present |
KINGDOM INSURANCE POSITION: Agent of the FMO. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/23/2021 ADDRESS: 5322 Malaluka Court, Cape Coral FL 33904, United States DESCRIPTION: The sale and marking of health and life insurance products. FORWARD STRATEGIES POSITION: Agent with IMO. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2021 ADDRESS: 10371 N. Oracle Rd. #102, Oro Valley AZ 85737, United States DESCRIPTION: To market and sell insurance products, whole life, UL, IUL, and MYGA. This IMO addition is to round out my ability to serve my clients needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-06 |
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