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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-17 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
7406 Fullerton St., Suite 102, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Coast Financial Group | Jacksonville | FL | 05/2018 | Present |
| Harry's Seafood | Tallahassee | FL | 08/2017 | 05/2018 |
| Tharpe Exterior Cleaning | Tallahassee | FL | 03/2016 | 07/2017 |
| Brookstone Capital Management | Wheaton | IL | 09/2020 | Present |
First Coast Financial Group Insurance/Annuity Sales 3121 Venture Place Suite 2 Jacksonville, FL 32257 Vice President 05/2018 40Hrs./wk Ancient City Outdoor Company; not investment related; 135 Jenkins St, Suite 105B - #149, St. Augustine, FL 32086; Owner/Technician; 3/12/26; 10 hrs/month;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-29 |
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