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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-15 |
Branch Locations
2101 Sardis Rd N Suite 108, Charlotte, NC 28227 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-15 |
Branch Locations
2101 Sardis Rd N Suite 108, Charlotte, NC 28227 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantley Insurance & Financial Services | Sardis Road North | NC | 01/2008 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2023 | Present |
CANTLEY INSURANCE & FINANCIAL; NATURE: SINCE 11/2007 1811 SARDIS RD NORTH STE 201 CHARLOTTE, NC 28270 INV REL - FIXED INSURANCE SALES; POSITION: SALES ADVISOR DEVOTE APPROX: 40+ HRS P/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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