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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-03 |
| CO | RA | APPROVED | 2022-09-22 |
| NE | RA | APPROVED | 2020-02-25 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1414 E 20Th Street Suite 9, Scottsbluff, NE 69361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 02/2020 | Present |
| Plains Insurance Brokers | Scottslbuff | NE | 04/2017 | Present |
| Farm Bureau Financial Services | Scottslbuff | NE | 09/2016 | 07/2017 |
| Distribution Now | Kimball | NE | 01/2014 | 10/2016 |
Insurance Sales Real Estate Agent; 1/2/25; 20 hours a month dedicated to this.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-12 |
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