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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-10-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
4019 Luke Court Suite B, Murfreesboro, TN 37128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 11/2020 | 08/2023 |
| Senior Financial Advisors, Inc | Murfreesboro | TN | 03/2013 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2023 | 10/2023 |
| Brookstone Capital Management | Wheaton | IL | 10/2023 | Present |
SENIOR FINANCIAL ADVISORS | INVESTMENT RELATED: NO | POSITION HELD: CHIEF OPERATING OFFICER | ADDRESS: 530 BRANDIES CIR, STE C, MURFREESBORO, TN, 37128 | START DATE: 03/18/2013 | NATURE OF ACTIVITY: INSURANCE | APPROX HRS PER MTH: 100 | APPROX HRS DURING TRADE: 100| DESCRIPTION OF DUTIES: Business management, operations, client services & administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
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