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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-19 |
| TX | RA | APPROVED_RES | 2016-01-04 |
| CO | RA | APPROVED | 2015-09-08 |
Branch Locations
915 Highland Pointe Drive Suite 250, Roseville, CA 95678 • 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 |
|---|---|---|---|---|
| Chapman Private Client Services | Castle Rock | CO | 02/2005 | Present |
| Commonwealth Financial Network | San Diego | CA | 03/2023 | Present |
CHAPMAN PRIVATE CLIENT SERVICES IS MY CONSULTING COMPANY THROUGH WHICH I ADVISE BUSINESSES AND INDIVIDUALS ON RETIREMENT PLANNING AND INVESTMENTS AS WELL AS LIFE INSURANCE AND ANNUITIES (THROUGH VARIOUS LIFE INSURANCE AND ANNUITY COMPANIES).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-15 |
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