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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 |
| TX | RA | APPROVED | 2026-08-13 |
| GA | RA | APPROVED | 2026-03-09 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
10000 Avalon Blvd, Alpharetta, GA 30069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoffman Financial Group | Alpharetta | GA | 10/2023 | Present |
| Alm Kennesaw | Kennesaw | GA | 02/2021 | 08/2023 |
| Kennesaw State University | Kennesaw | GA | 08/2019 | 02/2021 |
| Woodmont Golf Club | Woodstock | GA | 08/2017 | 08/2019 |
| Unemployed | Woodstock | GA | 05/2016 | 08/2017 |
| Brookstone Wealth Advisors | Wheaton | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
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