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Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-29
TN RA APPROVED 2026-06-29
  • ID RA
    APPROVED
    Since 2026-06-29
  • TN RA
    APPROVED
    Since 2026-06-29

Branch Locations

5226 Luttrell Rd, Knoxville, TN 37918 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2022 → Present
    Trinitas Group, Llc
    Knoxville, TN
  • 02/2021 → 01/2022
    Paradise Home Improvement
    Knoxville, TN
  • 01/2020 → 02/2021
    Family First Life
    Knoxville, TN
  • 03/2016 → 12/2019
    J. Smith Lanier & Co., A Marsh & Mclennan Agency Llc Company
    Knoxville, TN
  • 06/2026 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Other Businesses

Business Name: Trinitas Group, LLC Investment-Related (Insurance Sales) Address: N/A Title: President/Owner Job Description: Sales and Customer Relations Start Date: 2014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03

View on SEC IAPD

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