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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-23 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1450 Us-1 S. Suite 600, Ormond Beach, FL 32174 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerilife Of Brevard County, Llc | Ormond Beach | FL | 03/2016 | 07/2021 |
| Amerilife Of Lake County, Llc | Leesburg | FL | 07/2021 | 07/2022 |
| Amerilife Of Brevard County, Llc | Ormond Beach | FL | 07/2022 | Present |
| Brookstone Capital Management | Wheaton | IL | 04/2025 | Present |
AmeriLife. Investment related. Corporate address: 2650 McCormick Dr. 200G Clearwater, FL 33759. Local address: 1450 US-1 S. Suite 600 Ormond Beach, FL 32174. Insurance sales of health, life and annuity. Independent sales agent. Started originally in March of 2012 with AmeriLife. I spend approximately 160 hours per month engaged in the business. Devote approximately 140 hours to the other business during securities trading hours per month. I market and sell health, life and annuity contracts to prospects and clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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