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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-02-06 |
Branch Locations
7760 France Avenue So., 11Th Floor, Edina, MN 55435 • United States
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 |
|---|---|---|---|---|
| More Advisory Group | Edina | MN | 08/2011 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 07/2016 | 01/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2023 | Present |
MORE ADVISORY GROUP , Title: RETIREMENT PLANNING COURSES - INSTRUCTOR, Description: HEALTH & LIFE. ANNUITY, LIFE & LTC AND SOCIAL SECURITY PLANNING IN CONJUNCTION WITH FINANCIAL PLANNING., Start Date: 06-22-1905, Address: LAKEVILLE COMMUNITY EDUCATION, BLOOMINGTON COMMUNITY EDUCATION, HOPKINS COMMUNITY EDUCATION, Investment-related? YES, Hours per month: 6-12HRS, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-01 |
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