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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-20 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
10000 Avalon Blvd Suite 760, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Family Ymca | Newnan | GA | 07/2018 | 07/2020 |
| Reef Parking Solutions | Atlanta | GA | 05/2021 | 04/2023 |
| Hoffman Financial Group | Alpharetta | GA | 04/2023 | Present |
| Northgate High Scool | Newnan | GA | 08/2016 | 05/2020 |
| Kennesaw State University | Kennesaw | GA | 08/2020 | 05/2024 |
| Brookstone Wealth Advisors | Wheaton | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-19 |
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