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John Christopher Conley

Brookstone Wealth Advisors, LLC

Newton, MA

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Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-10-20
MA RA APPROVED 2014-12-09
  • NH RA
    APPROVED
    Since 2021-10-20
  • MA RA
    APPROVED
    Since 2014-12-09

Branch Locations

189 Wells Ave., Newton, MA 02459 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rubino & Liang Llc Newton MA 10/2002 03/2019
Retirement Wealth Advisors, Inc. Newton MA 10/2014 Present
Rubino & Liang Wealth Partners Newton MA 03/2019 Present
  • 10/2002 → 03/2019
    Rubino & Liang Llc
    Newton, MA
  • 10/2014 → Present
    Retirement Wealth Advisors, Inc.
    Newton, MA
  • 03/2019 → Present
    Rubino & Liang Wealth Partners
    Newton, MA
Other Businesses

RUBINO & LIANG WEALTH PARTNERS; INVESTMENT RELATED; 189 WELLS AVE, NEWTON, MA 02459; INSURANCE AND INVESTMENT ADVISORY; AGENT; STARTED 03/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-03
S63 Uniform Securities Agent State Law Examination 2001-04-19
  • S65 Uniform Investment Adviser Law Examination
    2007-10-03
  • S63 Uniform Securities Agent State Law Examination
    2001-04-19

View on SEC IAPD

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