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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-05 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
St. Anne, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eag-Led | Palm Harbor | FL | 01/2016 | 12/2022 |
| Amazon | Palm Harbor | FL | 11/2016 | 12/2018 |
| J4 Investment Advisors, Llc | St Anne | IL | 09/2017 | Present |
| Brookstone Capital Management | Wheaton | IL | 02/2020 | Present |
| Ocean Pacific Investments | Palm Harbor | FL | 01/2025 | Present |
Geel Family Farm; Responsible for management and all activities related to farm. 60 Hours a month. Started 11/27/2016 non investment related. Peterman Solar Farm - Land Owner and receives revenue from lease. 60 Hours a month. Started 1/1/2021 - non investment related. High Tide Realty Group LLC - COO - Manages daily operations of property rehabilitation projects. Serves as jobsite supervisor, overseeing contracts and timelines. 20 hours a month. Started 7/7/2025 - investment related. Insurance Business - fixed life insurance and annuity products High School Football Coach - Saint Anne High School - Non Investment Related - 6/2023 - Present - 60 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-05 |
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