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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Legal & General America | Frederick | MD | 04/2016 | 07/2022 |
| The Leaders Group, Inc | Littleton | CO | 04/2016 | 04/2018 |
| Breeze | Omaha | NE | 08/2022 | 08/2023 |
| Isi, Inc. | Miami | FL | 09/2023 | 02/2024 |
| Vip Insurance & Retirement Solutions | Charleston | SC | 03/2024 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 03/2026 | Present |
Vision Insurance Partners, - 3/1/2024 - 1673 McClain Street, Charleston, SC 29407 - OWNER, SOLE PROPRIETORSHIP FOR INSURANCE SALES, NOT INVT REL, INSURANCE BUSINESS, 80 HRS/MO; 0 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-03 |
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