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Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-09
ID RA APPROVED 2025-04-09
  • CA RA
    APPROVED
    Since 2025-05-09
  • ID RA
    APPROVED
    Since 2025-04-09

Branch Locations

5743 Corsa Avenue Suite 109, Westlake Village, CA 91362 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Choice Mortgage Lending, Inc. Thousand Oaks CA 05/2005 Present
Jeanne Snowhite Thousand Oaks CA 06/2004 Present
Brookstone Wealth Advisors Wheaton IL 04/2025 Present
Woodstock Financial Group, Inc. Woodstock GA 03/2008 12/2019
Woodstock Wealth Management, Inc. Woodstock GA 06/2018 06/2024
  • 05/2005 → Present
    1St Choice Mortgage Lending, Inc.
    Thousand Oaks, CA
  • 06/2004 → Present
    Jeanne Snowhite
    Thousand Oaks, CA
  • 04/2025 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 03/2008 → 12/2019
    Woodstock Financial Group, Inc.
    Woodstock, GA
  • 06/2018 → 06/2024
    Woodstock, GA
Previous Registrations
  • 2018-06-05 → 2024-08-06
    Thousand Oaks, CA
    Woodstock, GA
  • 2009-01-21 → 2018-11-07
    Woodstock Financial Group, Inc.
    Thousand Oaks, CA
    Woodstock, GA
    Thousand Oaks, CA
Other Businesses

1.1ST CHOICE MORTGAGE LENDING INC., NOT INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; MORTGAGE BROKER; PRESIDENT/OWNER; STARTED 06/2005; DEVOTES APPROXIMATE 5 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE ORIGINATE LOANS. 2.LIFE/HEALTH INSURANCE SALES; INVESTMENT RELATED; 3044 FERNCREST PL, THOUSAND OAKS, CA 91362; INSURANCE AGENT; STARTED 06/2004; DEVOTES ZERO HOURS A MONTH AND NONE DURING TRADING HOURS; DUTIES INCLUDE RETAINING THE INSURANCE LICENSE IN CASE IT IS EVER NEEDED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-22
  • S66 Uniform Combined State Law Examination
    2008-05-22
Other Names
  • Jeanne Stacey Marchese
  • Jeanne Snowhite

View on SEC IAPD

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