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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-09 |
| TX | RA | APPROVED | 2016-06-08 |
Branch Locations
10089 Willow Creek Rd #20, San Diego, CA 92131 • United States
10620 Treena St. #230, San Diego, CA 92131 • United States
San Diego, CA • 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 |
|---|---|---|---|---|
| San Diego Police Department | San Diego | CA | 12/1997 | 09/2016 |
| Securus Financial | San Diego | CA | 12/2012 | Present |
| Brookstone Capital Management Llc | Wheaton | IL | 06/2016 | Present |
1) Insurance Sales 2) Elite Resource Team Partnership; 10089 Willow Creek Rd. #200, San Diego, CA 92131; Financial Plan Coordinator - bringing my clients in front of additional specialized/advanced planners to solve complex tax, estate, and financial issues; 10-20 hrs./month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-18 |
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