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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-05 |
| WA | RA | APPROVED | 2025-02-12 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Sequim, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation Capital Strategies | Bend | OR | 02/2012 | 03/2018 |
| Global Financial Private Capital | Sarasota | FL | 06/2012 | 07/2017 |
| Elevation Capital Advisory, Llc | Bend | OR | 06/2014 | 03/2018 |
| Central Oregon Sharpening, Llc | Bend | OR | 02/2016 | Present |
| Elevation Capital Advisory, Llc | Bend | OR | 06/2014 | 03/2018 |
| Brookstone Wealth Advisors | Wheaton | IL | 03/2023 | Present |
Central Oregon Sharpening, LLC - 61535 S. Hwy 97 Ste S-675, Bend , OR 97702 - Mobile sharpening service for restaurants, salons, barber shops, pet grooming - Business owner - Non-investment related - Start date 2/1/2016 - Spend 6 hrs/month on activities relating to this business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
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