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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-21 |
| FL | RA | APPROVED | 2022-09-20 |
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 | Tampa | FL | 02/2019 | 10/2020 |
| West Virginia University Football | Morgantown | WV | 08/2016 | 01/2019 |
| Murphy Wealth Management | Fishkill | NY | 05/2018 | 07/2018 |
| Rockland Boulders | Pomona | NY | 05/2017 | 07/2017 |
| West Virginia University | Morgantown | WV | 08/2015 | 05/2019 |
| Ifs Securities Inc. | Atlanta | GA | 01/2019 | 02/2019 |
| Florida Financial Advisors | Miami | FL | 10/2020 | 09/2022 |
| Trinity Wealth Securities L.L.C | Miami | FL | 03/2019 | 09/2022 |
| Brookstone Capital Management | Wheaton | IL | 09/2022 | Present |
1.) Rental Property: manage rental property, short term rental 8774 Cat Palm Road Kissimmee FL 34747. Not investment related. Owner of property. 01/01/2022. Devote 3 hours a month. Compensated through rent 2.) Insurance sales through JD Mellberg, Financial Advisor/contractor, meet with clients and sell insurance if it fits the clients goal and financial plan, start 8/15/22, earn commission on investment products 3.) Rental Property: manage rental property,rents 2 bedrooms out of house 5300 NW 183rd Street Miami Gardens FL 33055. Not investment related. Owner of property. 01/01/2022. Devote 3 hours a month. Compensated through rent 4.) Rental Property: manage rental property, short term rental 8947 Cat Palm Road Kissimmee FL 34747. Not investment related. Owner of property, rent to people who want to sty in it on Airbnb and Vrbo. 01/01/2022. Devote 3 hours a month. Compensated through airbnb and vrbo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-07 |
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