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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
| AR | RA | APPROVED | 2026-03-16 |
| CA | RA | APPROVED | 2026-03-16 |
| ME | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1300 Bedford Drive Suite 101, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Florida Insurance | Melbourne | FL | 10/2016 | 11/2017 |
| Northwestern Mutual | Orlando | FL | 05/2015 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 05/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2017 | 03/2026 |
| Brookestone Wealth Advisors | New York | NY | 03/2026 | Present |
New West insurance (BGA), general agency for sale of outside insurance LTC, term, UL, Group UL, WL V2- Insurance/ Annuity sales through V2 as an IMO - 160 ours per month ; commission from insurance companies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-08 |
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