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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
170 Jennifer Rd, Suite 336, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Advisors | Baltimore | MD | 06/2018 | 03/2019 |
| First Advisors National | Baltimore | MD | 07/2018 | 01/2020 |
| Finley Alexander Wealth Management | Rockville | MD | 07/2018 | 12/2019 |
| The Serfas Group | Baltimore | MD | 01/2014 | 01/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2020 | 07/2020 |
| Owrs | Rockville | MD | 01/2018 | 07/2018 |
| Copper Creek Wealth | Cockeysville | MD | 01/2020 | 02/2022 |
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2020 | 10/2021 |
| Mercuri Asset Management, Llc | Corona | CA | 02/2022 | 10/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 10/2023 | Present |
Copper Creek Wealth Management; YES INVESTMENT RELATED; 201 INTERNATIONAL CIRCLE, STE 230, COCKEYSVILLE, MD 21030; INSURANCE SALES; INDEPENDENT ADVISOR; START DATE 07/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-08 |
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