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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-31 |
| AL | RA | APPROVED | 2026-07-28 |
| NC | RA | APPROVED | 2020-12-01 |
| SC | RA | APPROVED | 2020-12-01 |
| FL | RA | APPROVED | 2019-12-23 |
| GA | RA | APPROVED | 2019-12-05 |
Branch Locations
2202 Gateway Dr Suite D, Opelika, AL 36801 • United States
725 Cool Springs, Blvd #600, Franklin, TN 37067 • United States
439 Portsmouth Bay Avenue, Ponte Vedra, FL 32081 • United States
6 Concourse Pkwy Suite 2910, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| The Stokes Agency | Marietta | GA | 08/2015 | 01/2017 |
| Retirement Wealth Advisors | The Villegas | FL | 11/2016 | 03/2018 |
| Talon Wealth Management | The Villages | FL | 11/2016 | 01/2018 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 03/2018 | 12/2019 |
| Brookstone Capital Management | Wheaton | IL | 12/2019 | Present |
| Amerilife | Atlanta | GA | 10/2021 | 04/2024 |
1) LIFE INSURANCE AND ANNUITY SALES, INVESTMENT RELATED, GA AND FL, 80 HOURS PER MONTH DURING MARKET HOURS 2) CHEER & GYMNASTICS GYM AND BEACH ELITE ATHLETICS, OWNER, FT. WALTON, FL., 10 HOURS/MO OUTSIDE OF MARKET HOURS 3) AMERILIFE, SVP - ANNUTIY MARKETING 4) Advisor Results LLC - Annuity whole selling, Annuity Contracts through Amerilife/Vertical Vision ;Part owner; Set the marketing value offer, Helps sales people be successful - 5/11/2026 - non investment related - compensated : profits only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
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