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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-01 |
| SC | RA | APPROVED | 2016-03-30 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
256 Rocky River Plant Rd, Calhoun Falls, SC 29628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Agent | Calhoun Falls | SC | 09/2006 | Present |
| Blue Suit Advisors, Llc | Calhoun Falls | SC | 07/2007 | Present |
| Transamerica Premier Insurance Company | Calhoun | SC | 11/2012 | 06/2021 |
| Brookstone Capital Management, Llc | Wheaton | IL | 03/2016 | Present |
I OWN SENIOR RETIREMENT SERVICES, LLC AND WORK AS AN INDEPENDENT, LIFE, AND HEALTH LICENSED, INSURANCE AGENT THROUGH THIS BUSINESS DBA BLUE SUIT ADVISORS, LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-12 |
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