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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
600 Parker Square Suite 200, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 09/2021 | Present |
| Pr Liquidating Trust | Dallas | TX | 08/2010 | 04/2021 |
| Guardian Financial Management | Lewisville | TX | 06/2021 | Present |
Guardian Financial Management 1422 W. Main Street, Suite 200 Dallas, TX 75067 Life Insurance and Fixed Annuities My positron and title is Associate 6/2021 80 hours Sell fixed lid insurance plans as well as fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
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