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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-12 |
| PA | RA | APPROVED | 2013-05-23 |
Branch Locations
3355 Rt. 611 Suite 5, Bartonsville, PA 18321 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Coordinators | Bartonsville | PA | 01/2007 | Present |
| Brookstone Capital Management | Wheaton | IL | 05/2013 | Present |
| Abundant Streams Capital Group | Bartonsville | PA | 01/2015 | Present |
AMERICAN SENIOR COORDINATORS, BARTONSVILLE, PA, INVESTMENT RELATED, ASSOCIATE SINCE 1/2007, APPROX HOURS/MONTH: 160, HOURS DURING TRADING HOURS: 120, DUTIES: MEET WITH CLIENTS TO DISCUSS THEIR FINANCIAL SITUATION. Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-14 |
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