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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-20 |
| FL | RA | APPROVED | 2016-02-18 |
Branch Locations
11974 Cr 101 Suite 103, The Villages, FL 32162 • United States
781 Ciara Creek Cove #1003, Longwood, FL 32750 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-14 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors, Llc | The Villages | FL | 01/2016 | Present |
| Talon Wealth Management | The Villages | FL | 01/2016 | Present |
| Ben Kochera, Llc | Saint Petersburg | FL | 07/2002 | Present |
| Talon Llc | The Villages | FL | 12/2020 | Present |
| Baytrust Wealth Management | Tampa | FL | 03/2026 | Present |
1. Talon Wealth Management, Talon Wealth Management; Investment-related; 11974 CR 101, Suite 103, The Villages, FL 32162; Investment Advisory DBA Name; Started 10/2014; 20 hours per month; some hours per week during securities trading hours; investment advisory (DBA Name). 2. Brookstone Wealth Advisors, LLC; investment related; 501 Baldwin St., Suite 207, Jenison, MI 49428; investment adviser representative; Start date: 01/2016; Spends 80 hours per month; most during trading. 3. Ben Kochera, LLC; non-investment related; 96554 2nd St. N, Saint Petersburg, FL 33702; Owner/President; Started 07/2002; 0 hours per week; 0 hours during securities trading hours; Independently sell insurance, annuities, life insurance. 4. Talon Private Wealth, LLC; Investment Related; 11974 County Road 101, Suite 103, The Villages, FL 32162; Investment Advisory; Employee; Started 06/2019; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; Offer investment advisory services. 5. BayTrust Wealth Management; Investment-related; investment advisor representative 20 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-08 |
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