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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
El Segundo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self / Advanced Retirement Advisors | El Segundo | CA | 01/2026 | Present |
| Prophet Homes | Dallas | TX | 10/2024 | 01/2026 |
| Fair Trade Real Estate | Irvine | CA | 07/2020 | 10/2024 |
| New Western Acquisitions | Dallas | TX | 07/2016 | 07/2020 |
| Brookstone Capital Management | Wheaton | IL | 05/2026 | Present |
Advanced Retirement Advisors DBA RPD Insurance Solutions (California) - Investment Related - 531 Main St #118, El Segundo CA 90245 - Life, Accident, Health or Sickness Insurance - CEO/President - Start Date 1/5/2026 - Hours devoted to other business: TBD - Insurance Producer: Generate business through marketing, sales, admin, etc Playa Properties (Ryan Dalit S-Corp for Real Estate related activities) - Investment Related - 531 Main St #118, El Segundo, CA 90245 - Real Estate Investment - CEO/President - 04/2021 - Hours devoted to other business: Minimal to nonexistent/May conduct a few transactions/May invest in real estate for personal profit - Real Estate CA Broker License# 02015923; research real estate property investment potential
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
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