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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-23 |
| NE | RA | APPROVED | 2024-01-18 |
| NC | RA | APPROVED | 2018-02-22 |
| IN | RA | APPROVED | 2013-09-09 |
| IL | RA | APPROVED | 2013-06-27 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1S660 Midwest Rd Suite 305, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Retirement Strategies, Inc. | Oakbrook | IL | 06/2009 | Present |
| Brookstone Capital Management | Wheaton | IL | 06/2013 | Present |
Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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