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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-04 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
8410 Six Forks Road, Suite #101, Raleigh, NC 27615 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-05-10 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
8410 Six Forks Road, Suite #101, Raleigh, NC 27615 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Raleigh | NC | 05/2016 | Present |
| Innovative Advisors | Raleigh | NC | 06/2004 | Present |
| Formulafolio Investments, Llc | Raleigh | NC | 05/2016 | 12/2021 |
| Brookstone Capital Management | Wheaton | IL | 02/2022 | Present |
Innovative Advisors; Investment-related; 8601 Six Forks Road, Suite 400, Raleigh, NV 27615; Insurance sales and college planning services; Owner/President; Started June 2004; Approx 150 hours per month; 70 hours during securities trading hours; Independently sell life insurance and annuities. Also, assist clients with college funding, financial aid, and college planning. Occasionally assist clients with structured cash flow.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-07 |
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