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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-19
  • SC RA
    APPROVED
    Since 2026-03-19

Branch Locations

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

Charleston, SC • 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
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
  • 04/2016 → 07/2022
    Legal & General America
    Frederick, MD
  • 04/2016 → 04/2018
    The Leaders Group, Inc
    Littleton, CO
  • 08/2022 → 08/2023
    Breeze
    Omaha, NE
  • 09/2023 → 02/2024
    Isi, Inc.
    Miami, FL
  • 03/2024 → Present
    Vip Insurance & Retirement Solutions
    Charleston, SC
  • 03/2026 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-14
S63 Uniform Securities Agent State Law Examination 1993-02-03
  • S65 Uniform Investment Adviser Law Examination
    1998-09-14
  • S63 Uniform Securities Agent State Law Examination
    1993-02-03
Designations

View on SEC IAPD

Other Firms

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