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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-04-30 |
| TN | RA | APPROVED | 2025-01-14 |
Branch Locations
1942 Exeter Road, Germantown, TN 38138 • United States
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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 01/2025 | Present |
| Self Employed | Memphis | TN | 01/2014 | Present |
Brokers Choice of America, business is not investment-related, address is 10800 E. Geddes Ave. Suite 120, Englewood, Colorado 80112, They are an IMO that I use for my insurance work. I am an independent agent with them. start date with them was 05/01/2023 to present, I work about 80hrs/mo for that business, I sell fixed and fixed indexed annuities through them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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