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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2021-06-30 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
256 Seaboard Ln Ste D-101, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fritts Financial | Knoxville | TN | 02/2012 | 04/2019 |
| Brookstone Capital Management | Wheaton | IL | 08/2016 | Present |
| Elevated Wealth Management, Llc | Franklin | TN | 04/2019 | Present |
Elevated Wealth Management, INVESTMENT RELATED, Owner INSURANCE/SALES REP DUTIES: SELL FIXED & INDEXED ANNUITIES AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-14 |
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