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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-24 |
| OK | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2019 | 08/2022 |
| Principal Preservation Services | Hudson | WI | 08/2018 | 08/2022 |
| Movement Mortgage Llc | Eden Prairie | MN | 11/2017 | 08/2018 |
| Business Owner | Hopkins | MN | 04/2016 | 10/2016 |
| Business Owner | Gore | OK | 04/2017 | 10/2017 |
| Northline Transportation | Minneapolis | MN | 10/2016 | 04/2017 |
| Principal Wealth Services | Hudson | WI | 04/2019 | 08/2022 |
| Cg Advisory Services Dba Planning By Design Financial | Plano | TX | 08/2022 | 03/2023 |
| Self-Employed | Plano | TX | 08/2022 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2023 | Present |
1.) Independently Licensed Insurance Agent DBA Planning by Design; not investment related; 1700 Alma Dr. #460, Plano, Tx, 75075; Selling Life and Health Insurance through various carriers. 08/2022 to Present. 2.) Representative of National Gold Consultants selling physical Gold and Silver.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
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