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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-29 |
| TN | RA | APPROVED | 2026-06-29 |
Branch Locations
5226 Luttrell Rd, Knoxville, TN 37918 • 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 |
|---|---|---|---|---|
| Trinitas Group, Llc | Knoxville | TN | 02/2022 | Present |
| Paradise Home Improvement | Knoxville | TN | 02/2021 | 01/2022 |
| Family First Life | Knoxville | TN | 01/2020 | 02/2021 |
| J. Smith Lanier & Co., A Marsh & Mclennan Agency Llc Company | Knoxville | TN | 03/2016 | 12/2019 |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2026 | Present |
Business Name: Trinitas Group, LLC Investment-Related (Insurance Sales) Address: N/A Title: President/Owner Job Description: Sales and Customer Relations Start Date: 2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
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