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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-23 |
| VA | RA | APPROVED | 2025-07-23 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
2302 Colonial Ave Sw Ste B, Roanoke, VA 24015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Financial Group Inc | Roanoke | VA | 01/2025 | Present |
| Secure Financial Group Inc | Roanoke | VA | 02/2024 | 01/2025 |
| Virginia Polytechnical Institute | Blacksburg | VA | 06/2021 | 06/2024 |
| Three Little Pigs Bbq | Daleville | VA | 06/2019 | 11/2020 |
| United Parcel Service | Roanoke | VA | 10/2020 | 04/2021 |
| Brookstone Capital Management Llc | Wheaton | IL | 07/2025 | Present |
| Lord Botetourt Highschool | Daleville | VA | 07/2015 | 05/2020 |
- Name: Secure Financial Group Inc - Investment Related - Address: 2302 Colonial Ave SW STE B Roanoke, VA 24015 - Nature of Business: Insurance - Position/Title: Insurance Agent - Start Date: 01/01/2025 - Hours: 100 per month - Hours during securities trading hours: 50 per month - Duties: Advising and Servicing clients on insurance products such as fixed-indexed annuities, medicare, life insurance, and multi-year guarantee annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
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