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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-26 |
| FL | RA | APPROVED | 2017-08-30 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1555 Bonaventure Boulevard, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gbs Financial | Weston | FL | 01/2003 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 10/2015 | 08/2017 |
| Brookstone Capital Management | Wheaton | IL | 08/2017 | Present |
| Financial Independent Group | Weston | FL | 09/2017 | Present |
| Bank On Yourself | Weston | FL | 01/2006 | Present |
GBS Financial, Non-Investment Related business, 2645 Executive Park Drive Weston, FL 33331, Insurance/Annuity Related business, Owner/Licensed Insurance Agent, Start date - 01/2003 - Present, 40 hours per week and during trading hours. J.D. Mellberg Financial, LLC. - Non-investment related business - 3067 W. Ina Road, Suite 105 Tucson, AZ. 85741 - Insurance Agency - Contracted/Licensed Insurance Agent - Start date - 09/2015 - Present - 20 hours per week and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-25 |
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