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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-19 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
6641 N High St Suite 200, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 05/2026 | Present |
| The Huntington Investment Company | Columbus | OH | 09/2013 | 07/2017 |
| J.P. Morgan Securites Llc | Dublin | OH | 08/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 10/2018 | 03/2019 |
| Bank Of America, N.A. | Upper Arlington | OH | 10/2018 | 03/2019 |
| Pnc Investments | Dublin | OH | 03/2019 | 03/2021 |
| Ameriprise Financial Services Llc | Columbus | OH | 03/2021 | 03/2022 |
| Aptus Wealth Management, Llc | Lewis Center | OH | 03/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2015-06-22 |
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