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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-25 |
| TX | RA | APPROVED_RES | 2024-11-20 |
| CO | RA | APPROVED | 2017-07-17 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
8753 Yates Drive Suite 200, Westminster, CO 80031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Niwot | CO | 05/2007 | Present |
| Brookstone Capital Management | Wheaton | IL | 07/2017 | Present |
| Brokers Assistance | Westminster | CO | 02/2015 | Present |
I CONTINUE TO HAVE COMMISSION INCOME AS A SOLE PROPRIETOR IN NON-INVESTMENT RELATED HEALTH, LIFE, DISABILITY INSURANCE PRODUCTS THAT I HAVE SOLD AS AN INDEPENDENT INSURANCE BROKER IN THE STATES I AM LICENSED, BUT PRIMARILY IN COLORADO.THE DUTIES INCLUDE SALES AND SERVICE OF THESE PRODUCTS. I SPEND ABOUT AN HOUR OR TWO A DAY ON THIS PART OF MY BUSINESS. IT IS CONDUCTED OUT OF MY PRIMARY RESIDENCE OF 6668 WALKER CT, NIWOT, CO 80503. tHIS BEGAN WHEN I GOT MY INSURANCE PRODUCER LICENSE IN 1998.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-23 |
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