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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-13 |
| GA | RA | APPROVED | 2025-12-16 |
Branch Locations
10000 Avalon Blvd Suite 760, 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 | 01/2025 | Present |
| Fado Irish Pub | Atlanta | GA | 03/2023 | Present |
| Trackside Grill/ Bernie's | Kennesaw | GA | 07/2021 | 06/2023 |
| Kennesaw State University | Kennesaw | GA | 08/2021 | 07/2025 |
| Starbucks | Cartersville | GA | 12/2019 | 07/2021 |
| Woodland High School | Cartersville | GA | 08/2017 | 05/2021 |
| Woodland Middle School | Cartersville | GA | 08/2014 | 08/2017 |
| Brookstone Wealth Advisors | Wheaton | IL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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