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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-07 |
Branch Locations
10000 Avalon Blvd, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Hoffman Financial Group | Alpharetta | GA | 10/2024 | Present |
| Iron Age Korean Steakhouse | Alpharetta | GA | 09/2023 | 10/2024 |
| Marietta Country Club | Marietta | GA | 04/2023 | 09/2023 |
| Unemployed | Kennesaw | GA | 11/2022 | 04/2023 |
| Pinetree Country Club | Kennesaw | GA | 08/2021 | 10/2022 |
| Town Lake Hills Golf Club | Woodstock | GA | 05/2021 | 08/2021 |
| Zaxby's | Kennesaw | GA | 03/2021 | 05/2021 |
| Doordash | Kennesaw | GA | 08/2020 | 03/2021 |
| St. Marlo Country Club | Duluth | GA | 03/2020 | 08/2020 |
| Unemployed | Cumming | GA | 09/2019 | 03/2020 |
| Crooked Creek Golf Club | Milton | GA | 04/2019 | 09/2019 |
| Culver's | Cumming | GA | 03/2019 | 04/2019 |
| Zaxby's | Suwanee | GA | 08/2018 | 03/2019 |
| Full Time Student | Suwanee | GA | 01/2015 | 08/2018 |
| Brookstone Wealth Advisors | Wheaton | IL | 10/2025 | Present |
| Kennesaw State University | Kennesaw | GA | 08/2020 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
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