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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1555 Bonaventure Boulevard, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 06/2022 | Present |
| Florida International University | Miami | FL | 06/2016 | 12/2019 |
| Paast Accounting | Coral Gables | FL | 09/2019 | 11/2019 |
| Broward College | Davie | FL | 09/2015 | 12/2016 |
| My Legacy Group | Weston | FL | 01/2020 | Present |
-My Legacy Group -Investment related - YES -Address- 2645 Executive Park Dr -Nature of business- Comprehensive wealth management -Position - Sales assistant -Title with other business - Employee -Start Date - 06/05/21 -Number of months devoted to the business - 10 months -Duties - Sales assistant helping with excel spreadsheets, setting up appointments, preparing life insurance illustrations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-03 |
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