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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-09-28 |
| CA | RA | APPROVED | 2016-03-04 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
500 N. State College Blvd. Suite 1100, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cravitz Financial & Insurance Solutions (Previously Milestone) | Huntington Beach | CA | 08/2011 | Present |
| Rc Financial And Insurance Solutions, Inc. | Huntington Beach | CA | 06/2010 | 05/2020 |
| Brookstone Capital Management, Llc | Wheaton | IL | 03/2016 | Present |
THE NAME OF THE OTHER BUSINESS: Cravitz Financial & Insurance Solutions (previously MILESTONE WEALTH MANAGEMENT AND INSURANCE SOLUTIONS) INVESTMENT RELATED?: Yes ADDRESS OF OTHER BUSINESS: 500 N. State College Blvd. Suite 1100 Orange, CA, USA, 92868 NATURE OF OTHER BUSINESS: INSURANCE SALES National Financial Educator's Council, Certified Financial Education Instructor. Promote and teach financial literacy to adults as well as children in the community. YOUR POSITION: OWNER START DATE: 08/2011 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 140 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 140 BRIEFLY DESCRIBE YOUR DUTIES: THE SALE OF INSURANCE AND ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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