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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-14 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Pikeville | NC | 06/2015 | Present |
| Jonathan Greeson Financial Planning | Pikeville | NC | 06/2015 | Present |
| Formulafolio Investments, Llc | Pikeville | NC | 06/2015 | 12/2021 |
| Brookstone Capital Management | Wheaton | IL | 01/2022 | Present |
1) 06/2015 - PRESENT, JONATHAN GREESON FINANCIAL PLANNING; INVESTMENT RELATED; 100 WEST MAIN STREET, PIKEVILLE, NC 27863; PROVIDE GUIDANCE WITH BUDGETING AND FINANCIAL PLANNING; SOLE PROPRIETOR INDEPENDENT FINANCIAL PLANNING, HOURS DEDICATED: 30/WEEK (10/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-26 |
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