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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
555 Business Center Drive, Ste. 101, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 07/2019 | Present |
| Law Offices Of Jeremy A. Wechsler Llc | Willow Grove | PA | 10/2009 | 02/2022 |
| Curtin & Heefner Llp | Yardley | PA | 02/2022 | 12/2024 |
Curtin & Heefner LLP Senior Associate Lawyer 1040 Stony Hill Road, Suite 150, Yardley, PA 19067 Nature of business: Legal services Start Date: 02/2022 Time Worked on Average: 160 hours per month Duties: attorney - estate planning Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-12 |
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