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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-15 |
| TX | RA | APPROVED | 2007-07-10 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1600 Airport Freeway, Suite 338, Bedford, TX 76022 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Brookstone Capital Management Llc | Wheaton | IL | 06/2007 | Present |
| American Financial Retirement Insurance | Bedford | TX | 05/2003 | 01/2017 |
| Tate Wealth Management, Llc | Bedford | TX | 01/2017 | Present |
Tate Wealth Management, LLC, 160 Airport Freeway, Ste 103, Bedford, TX 76022, Owner AND MANAGING PARTNER, INSURANCE AGENT (LIFE) START DATE: January 2017, HOURS INVESTED IS 40. Health & Wellness Coach with Optavia, coaching and direct product sales, start date 3/21, not investment related, compensated via commissions and potential sales incentive programs, about 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-21 |
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