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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-29 |
Branch Locations
1745 S. Naperville Road, Suite 200, Wheaton, IL 60189 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Chicago | IL | 06/2009 | 06/2023 |
| Morgan Stanley | Geneva | IL | 07/2014 | 06/2023 |
| Ameriprise Financial Services, Llc | St Charles | IL | 06/2023 | 01/2025 |
| Brookstone Wealth Advisors | Wheaton | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-16 |
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