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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-13 |
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 |
|---|---|---|---|---|
| American General Life Insurance | Brentwood | TN | 01/2014 | 09/2018 |
| Aig Capital Services, Inc. | Brentwood | TN | 03/2014 | 07/2022 |
| American General Life Insurance | Houston | TX | 09/2018 | 07/2022 |
| Valor Financial Specialists | Franklin | TN | 07/2022 | Present |
| Your Ia | Saint George | UT | 02/2026 | 04/2026 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2026 | Present |
Valor Financial Specialists // investment related // 2002 Belmont Circle, Franklin, TN 37069 // Owner // July 2022 // 40+ // A brokerage insurance agency. Providing services in life insurance, annuities, disability, long term care, ACA, Medicare. Botmakers AL // Not investment related // 24285 Katy Freeway, Suite 300, Katy, TX 77494 // June 2026 // Contractor // 10 hrs // tech company that I'm helping to sell their tech to a large insurance software company. Working with an AI company company to build tech to layer over programs in the financial services industry to improve the user experience at a quicker pace.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-10 |
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