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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-06 |
| TX | RA | APPROVED_RES | 2023-02-06 |
Branch Locations
Coudersport, PA • 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 |
|---|---|---|---|---|
| John P. Dubots Capital Management, Llc | Temecula | CA | 03/2020 | 04/2021 |
| 3 Point Financial Solutions, Sole Proprietor | Coudersport | PA | 04/2018 | Present |
| Big 30 Athletic Corporation | Coudersport | PA | 08/2019 | Present |
| New York Life | Williamsville | NY | 07/2015 | 04/2018 |
| Coudersport Area School District | Coudersport | PA | 06/2005 | 05/2019 |
| Changepath, Llc | Leawood | KS | 04/2021 | 03/2022 |
| Bison Advisors, Llc | Hartwell | GA | 03/2022 | 02/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2023 | Present |
1. 3 POINT FINANCIAL SOLUTIONS, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; 04/2018; COUDERSPORT, PA; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING SECURITIES TRADING 2. BIG 30 ATHLETIC CORPORATION; NOT INVESTMENT RELATED; PRESIDENT; 08/2019; COUDERSPORT, PA; LESS THAN 1 HOUR PER MONTH; NO TIME SPENT DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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