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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-07 |
Branch Locations
600 N Buffalo Grove Rd Ste 100, Buffalo Grove, IL 60089 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Services And Tax Advisory | Buffalo Grove | IL | 05/2025 | Present |
| Coda Design + Build | Northbrook | IL | 05/2022 | 05/2025 |
| Self Employed | Deerfield | IL | 03/2014 | 06/2023 |
| Brookstone Capital Management | Wheaton | IL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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