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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-04-07 |
| LA | RA | APPROVED | 2022-04-07 |
Branch Locations
4551 W. 107Th Street, Suite 310, Overland Park, KS 66207 • 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 |
|---|---|---|---|---|
| Brookstone Wealth Advisors, Llc | Wheaton | IL | 04/2022 | Present |
| Smith Group, Inc. | Kansas City | MO | 10/2013 | 07/2017 |
| Villere & Co. | New Orleans | LA | 08/2017 | 03/2022 |
| Amerilife Benefits | Overland Park | KS | 03/2022 | Present |
AMERILIFE BENEFITS, 4551 W. 107th Street, Suite 310, Overland Park, KS 66207. Vice President - Retirement Services & Key Accounts. 03.14.2022 - Present. AmeriLife Benefits, a division of AmeriLife Group, LLC, provides employee, executive, and retirement benefit solutions. Provide retirement plan communications, education, and account management - online, in person, and virtually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
| S66 | Uniform Combined State Law Examination | 2003-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-26 |
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