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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-07-14 |
| WA | RA | APPROVED | 2022-06-21 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1220 Main Place Suite 400, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Vancouver | WA | 11/2014 | 02/2022 |
| Hoodz Of Clackamas | Oregon City | OR | 08/2015 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2022 | Present |
| Yourpro | Vancouver | WA | 03/2022 | 01/2026 |
| Bridge Wealth Management | Vancouver | WA | 01/2026 | Present |
| Bridge Financial | Vancouver | WA | 01/2026 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: HOODZ OF CLACKAMAS POSITION: SECRETARY START DATE: 8/4/2015 ADDRESS: 2050 Oregon city OR DETAILS: FAMILY BUSINESS, KITCHEN EXHAUST CLEANING. I SCHEDULE JOBS, CALCULATE PAYROLL, RUN SALES AND DO ACCOUNTS RECEIVABLE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 80 HOURS DURING TRADING: 0 YourPro works with retirees in helping build retirement strategies around optimizing Social Security - we do offer insurance products along with AUM accounts with Brookstone to facilitate retirement needs of individuals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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