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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-11-16 |
| FL | RA | APPROVED | 2018-11-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
7406 Fullerton St., Suite 102, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Union Central Life | Cincinnati | OH | 03/2004 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Acacia Life Insurance | Bethesda | MD | 06/2006 | Present |
| First Coast Financial Group Inc | Jacksonville | FL | 03/2004 | Present |
| Brookstone Capital Management | Wheaton | IL | 10/2018 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *FIRST COAST FINANCIAL GROUP INC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT; START DATE = 03/2004; HRS/MO = 120; TRADING HRS/MO = 120; SALES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-05 |
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