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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-28 |
Branch Locations
629 Cape Coral Pkwy East, Cape Coral, FL 33904 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
629 Cape Coral Parkway E, Cape Coral, FL 33904-8547 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
Branch Locations
629 Cape Coral Parkway E, Cape Coral, FL 33904-8547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Cape Coral | FL | 01/2010 | 12/2021 |
| Retirement Wealth Advisors, Llc | Cape Coral | FL | 04/2018 | 10/2020 |
| Bonefish Grill | Cape Coral | FL | 04/2019 | 08/2019 |
| Fathoms Restaurant | Cape Coral | FL | 08/2018 | 12/2018 |
| Palmetto Pines Country Club | Cape Coral | FL | 10/2016 | 03/2017 |
| Retirement Wealth Advisors, Llc | Cape Coral | FL | 10/2020 | Present |
| Brookstone Wealth Advisors Llc | Wheaton | IL | 05/2026 | Present |
Licensed insurance agent - Florida Gulf Coast Breaks LLC - start date: Feb 2026 - PO Box 150459 Cape Coral, FL 33915 - Online sports memorabilia - partial owner - 10 hours per month - Source and sell inventory related to sports memorabilia online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-14 |
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