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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
33920 Us Hwy 19 N Suite 351, Palm Harbor, FL 34684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 07/2021 | 10/2023 |
| Lucro Commercial Solutions | Tallahassee | FL | 06/2020 | 05/2021 |
| Lucro Commercial Solutions | Tallahassee | FL | 01/2020 | 06/2020 |
| Bada Bean | Tallahassee | FL | 12/2018 | 12/2019 |
| Brevard Zoo - Tree Top Trek | Melbourne | FL | 02/2017 | 01/2018 |
| Tallahassee Community College | Tallahassee | FL | 08/2017 | 05/2018 |
| Florida State University | Tallahassee | FL | 05/2018 | 04/2021 |
| Rockledge High School | Rockledge | FL | 08/2013 | 05/2017 |
| Trinity Wealth Securities | Miami | FL | 11/2021 | 10/2023 |
| Blacktower Financial Management (Us) Llc | Miami | FL | 11/2023 | 12/2024 |
| Beacon Global Advisor Network | Atlanta | GA | 12/2024 | 07/2025 |
| Valais Wealth Management | Miami | FL | 12/2024 | 09/2025 |
| Brookstone Capital Management | Wheaton | IL | 09/2025 | Present |
o Florida Financial Advisors. Investment Related. Miami, FL 33132. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Advisors. Not Investment Related. Miami, FL 33132.Nature of Business: Fixed Insurance Sales. 07/2021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities. Investment Related. Miami, FL 33132. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-21 |
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