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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
| CA | RA | APPROVED | 2014-10-23 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-09 |
Branch Locations
Granite Bay, CA • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley Financial | Granite Bay | CA | 01/2011 | Present |
| Retirement Wealth Advisors | Granite Bay | CA | 10/2014 | Present |
| Talon Private Wealth, Llc | Granite Bay | CA | 04/2021 | Present |
1) 01/2011 - PRESENT, BENTLEY FINANCIAL, SILKWOOD WAY, GRANITE BAY, CALIFORNIA 95746, SOLE PROP/SALES OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, AND HEALTH, HOURS DEDICATED: 15/WEEK (10/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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