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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-24 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
400 Nw Broad St. Suite C, Southern Pines, NC 28387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 07/2020 | Present |
| 360 Capital Management | Pinehurst | NC | 03/2006 | 07/2020 |
Insurance sales. 20 Parker Lane, Suite 4, Pinehurst, NC 28374 Non-investment related. I have been in insurance sales since August 1994. Hours worked have been approximately 180 per month. I manage an existing book of business and have dedicated most of time during trading hours to these activities but have someone I'm training to take it over so I can focus more on investment-related activities. Insurance sales and training the new agent have been my primary activities along with servicing existing client accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
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