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Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-04-08
FL RA APPROVED 2022-04-07
MD RA APPROVED 2022-03-29
  • DE RA
    APPROVED
    Since 2022-04-08
  • FL RA
    APPROVED
    Since 2022-04-07
  • MD RA
    APPROVED
    Since 2022-03-29

Branch Locations

Cape Coral, FL • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2016 → 02/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 02/2019 → 03/2022
    Fort Washington, PA
  • 05/2015 → 05/2021
    American Senior Benefits
    Elkton, MD
  • 03/2022 → Present
    Brookstone Wealth Advisors
    Grand Rapids, MI
Previous Registrations
  • 2020-09-09 → 2022-03-25
    Elkton, MD
    Fort Washington, PA
    Cape Coral, FL
    Cape Coral, FL
  • 2019-12-13 → 2022-03-25
    Cape Coral, FL
    Elkton, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-03
S63 Uniform Securities Agent State Law Examination 2003-02-06
  • S66 Uniform Combined State Law Examination
    2019-12-03
  • S63 Uniform Securities Agent State Law Examination
    2003-02-06
Other Names
  • Allan Curits Parlier

View on SEC IAPD

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