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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-01-30
  • AZ RA
    APPROVED
    Since 2017-01-30

Branch Locations

9590 E Ironwood Square Dr #230, Scottsdale, AZ 85258 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advantex Group, Llc Scottsdale AZ 09/2001 Present
  • 09/2001 → Present
    Advantex Group, Llc
    Scottsdale, AZ
Other Businesses

Life Insurance sales. Advantex Group LLC, DBA Estate Preservation Advisors. 40 hrs. a week since 2003. Sale of life insurance fixed annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-08
  • S65 Uniform Investment Adviser Law Examination
    2016-06-08
Other Names
  • Scott Bird

View on SEC IAPD

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