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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-06 |
| VA | RA | APPROVED | 2026-02-05 |
| NC | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
4609 Charlotte Highway Suite 5, Clover, SC 29710 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
4609 Charlotte Hwy Ste 5, Clover, SC 29710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-19 |
| NC | RA | APPROVED | 2022-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 06/2021 | 12/2021 |
| Stevens Food Group | Raleigh | NC | 09/2018 | 04/2020 |
| Panerabread Llc | Raleigh | NC | 02/2016 | 09/2018 |
| Unemployed | Raleigh | NC | 04/2020 | 06/2021 |
| Copperleaf Capital, Llc | Concord | NC | 01/2022 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2026 | Present |
(1) Advisors Excel; Not Investment-Related, 2950 SW McClure Road, Topeka, KS 66614; Insurance Agent; Approx number of hours per month: 10; Hold licenses to sell health and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
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