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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Latteism Inc. | Walnut | CA | 01/2014 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2026 | Present |
LATTEISM INC., established in 2014, doing business as IN TIME WEALTH MANAGEMENT & INSURANCE SOLUTIONS since January 2020, is located at 20742 Carrey Rd., Walnut, California 91789. The business is not investment-related. I serve as the Owner and a licensed insurance professional. The nature of the business involves insurance sales and related client services. I devote approximately 60-80 hours per month to this business, with approximately 5-10 hours devoted during securities trading hours. My duties include insurance-related client education, needs assessment, and coordination of insurance solutions. No securities transactions, investment advisory services, or discretionary asset management activities are conducted.
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