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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-29 |
| CA | RA | APPROVED | 2025-08-28 |
| MD | RA | APPROVED | 2025-08-28 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Silver Spring | MD | 04/2012 | 05/2019 |
| Jc Financial Services | Silver Spring | MD | 04/2012 | Present |
| Independent Financial Partners | Silver Spring | MD | 07/2012 | 08/2025 |
| Ifp Securities, Llc | Silver Spring | MD | 05/2019 | 08/2025 |
| Brookstone Capital Management | Wheaton | IL | 08/2025 | Present |
(1) 4/13/2012: Owner/IT Consultant/Software developer - OTHER IT CONSULTING - develop technology & software & data management solutions for non-financial related groups/businesses. Particularly in the Medical Field - 1% TIME SPENT. (2) 4/13/2012: JC Financial Services - NON-VARIABLE INSURANCE - OFFER FIXED LIFE INSURANCE, LTC, DISABILITY INSURANCE, HEALTH INSURANCE PLANS/HSA, ACCIDENT - 30% TIME SPENT. (3) 5/24/2012: JC FINANCIAL SERVICES - DBA - INV REL - AT REPORTED BUSINESS LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-10 |
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