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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
| CA | RA | APPROVED | 2021-05-05 |
| FL | RA | APPROVED | 2020-10-28 |
| NC | RA | APPROVED | 2020-10-07 |
| MI | RA | APPROVED | 2020-06-01 |
| MD | RA | APPROVED | 2020-05-27 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 07/2016 | 07/2018 |
| Bank Of America, N.A. | Dearborn | MI | 12/2016 | 07/2018 |
| Brookstone Capital Management | Wheaton | IL | 05/2020 | Present |
| Advanced Insurance Marketing Solutions | Clarkston | MI | 07/2018 | Present |
I am the Principal of Advanced Insurance Marketing Solutions which is an Insurance Marketing Organization that I operate as a self employed sole proprietorship. I also work as the Life & LTC Director of Darcy Smith's Amerilife office in Clarkston, Michigan, where I am a 1099'd Independent Contractor. I also do life, LTC, and annuity sales with individual clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
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