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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-02 |
| MO | RA | APPROVED | 2026-02-02 |
| SC | RA | APPROVED | 2026-02-02 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Retirement Concepts, Inc | Greenville | SC | 04/2007 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2015 | 12/2018 |
| Center Street Advisors, Inc | Nashville | TN | 11/2018 | 09/2020 |
| Simplicity Wealth, Llc | Holland | MI | 09/2020 | 04/2021 |
| Dark Room Crisis Training | Apollo Beach | FL | 02/2020 | 06/2021 |
| Alloy Wealth Holdings, Llc, Dba Alloy Investment Management | Greenville | SC | 07/2022 | 10/2022 |
| First Responder Task Force | Greenville | SC | 05/2022 | 07/2022 |
| Alloy Wealth Management, Inc | Greenville | SC | 07/2022 | 10/2022 |
| Legacy Task Force | Greenville | SC | 04/2021 | 05/2022 |
| Foundations Investment Advisors, Llc | Travelers Rest | SC | 07/2022 | 10/2022 |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2023 | 10/2025 |
| Rooted Wealth Advisors | Bourbonnais | IL | 10/2025 | 01/2026 |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2026 | Present |
Insurance Sales with Alpha Retirement Concepts, Inc. Littleton, Co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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