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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
544 Lakeview Pkwy Suite 100, Vernon Hills, IL 60061 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Specialized Advisors Llc | Dallas | TX | 03/2019 | 10/2019 |
| Secure Investment Management | Tucson | AZ | 12/2019 | 09/2022 |
| Iams Wealth Management | Omaha | NE | 10/2022 | 09/2024 |
| Independent Insurance Agent | Lake Forest | IL | 05/2004 | Present |
| Brookstone Capital Management | Wheaton | IL | 09/2024 | Present |
Independent Insurance Agent, 100 S Saunders Rd, Ste 150, Lake Forest, IL 60045, Life Insurance, Long-Term Care and Annuities, May 2004 to Present, Approximately 40 hours -25 hours a week devoted during trading hours. Non-investment related. Sales of insurance products - life, health and annuities Football official; 122 Hamilton Pl, Vernon Hills, IL 60061; Referee on field official, football official assignor- Dukane conference for boys footbal / flag football; started in 1993; only in the fall.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-03 |
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