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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-06-16 |
| CA | RA | APPROVED | 2021-06-02 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
5635 N. Scottsdale Rd. Suite 170, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Scottsdale | AZ | 07/2018 | 06/2020 |
| American College Of Financial Services | Bryn Mawr | PA | 03/2018 | 07/2018 |
| Eplan Llc | Phoenix | AZ | 01/2016 | 03/2018 |
| Brookstone Capital Management | Wheaton | IL | 05/2021 | Present |
| Spring Venture Group | Scottsdale | AZ | 07/2020 | 02/2021 |
| Vertical Vision | Phoenix | AZ | 02/2021 | Present |
Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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