Best Investors Account Sign in
Current Employers
Winnacle Wealth, Llc

200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-20
  • TX RA
    APPROVED
    Since 2022-01-20

Branch Locations

200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States

Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-06
  • TX RA
    APPROVED
    Since 2019-09-06

Branch Locations

200 W. Highway 6 Ste. 330, Waco, TX 76712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Watch Advisors Llc Rockledge FL 08/2015 08/2017
Brookstone Wealth Advisors, Inc. Waco TX 09/2019 Present
Nurture Wealth Waco TX 07/2015 01/2022
Burnell Financial Solutions Bothell WA 04/2019 10/2019
Regal Investment Advisors Kentwood MI 05/2017 09/2019
The Prepare Institute Wheaton IL 10/2018 01/2020
The Momentous Group Waco TX 01/2020 06/2022
Winnow Wealth, Llc Waco TX 01/2022 Present
Iron Horse Equipment Solutions Llc Waco TX 09/2017 Present
  • 08/2015 → 08/2017
    Wealth Watch Advisors Llc
    Rockledge, FL
  • 09/2019 → Present
    Brookstone Wealth Advisors, Inc.
    Waco, TX
  • 07/2015 → 01/2022
    Nurture Wealth
    Waco, TX
  • 04/2019 → 10/2019
    Burnell Financial Solutions
    Bothell, WA
  • 05/2017 → 09/2019
    Regal Investment Advisors
    Kentwood, MI
  • 10/2018 → 01/2020
    The Prepare Institute
    Wheaton, IL
  • 01/2020 → 06/2022
    The Momentous Group
    Waco, TX
  • 01/2022 → Present
    Winnow Wealth, Llc
    Waco, TX
  • 09/2017 → Present
    Iron Horse Equipment Solutions Llc
    Waco, TX
Previous Registrations
Other Businesses

BROOKSTONE WEALTH ADVISORS, INC; INVESTMENT RELATED; 200 W HWY 6 SUITE 330, WACO, TX 76712; INVESTMENT ADVISORY SERVICES; STARTED 09/2019; OCCUPIES 20% OF ADVISORS TIME EACH MONTH. Independent Licensed Insurance Agent through various carriers. Investment related; 200 W HWY 6 SUITE 330, WACO, TX 76712; Start Date: 06/2015. Selling various insurance policies: Life, Long-Term Care, Disability, Annuity. Approximately 10 hrs/ month all during trading. IRON HORSE EQUIPMENT SOLUTIONS LLC; 200 W HWY 6 SUITE 329, WACO, TX 76712. Oil & Gas Asset Management company, CFO, 09/2017, 40 HOURS PER MONTH. Bookkeeping, financial statements, and tax returns for this company owned by spouse. Adjunct Professor at McLennan Community College. 1400 College Drive Waco, TC. 76708. 4 hours per month, Teaching finance course and or seminar type classes at the community college.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-29
  • S65 Uniform Investment Adviser Law Examination
    2015-06-29
Designations
Other Names
  • Jessica Lynn Aparicio

View on SEC IAPD

More in Waco, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor