Joseph Steven Durbin

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Brookstone Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-07-29
AR	RA	APPROVED	2021-10-25
WA	RA	APPROVED	2021-10-21
OR	RA	APPROVED	2017-12-15

AZ RA
APPROVED

Since 2022-07-29
AR RA
APPROVED

Since 2021-10-25
WA RA
APPROVED

Since 2021-10-21
OR RA
APPROVED

Since 2017-12-15

Branch Locations

Peoria, AZ • United States

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

Organization	City	State	From	To
Supplemental Benefit Solutions, Inc.	Portland	OR	02/2003	Present
Retirement Wealth Advisors	Portalnd	OR	12/2017	Present
Vebs, Inc	Escondido	CA	01/2010	Present
Id Experts	Portland	OR	09/2019	Present

02/2003 → Present

Supplemental Benefit Solutions, Inc.

Portland, OR
12/2017 → Present

Retirement Wealth Advisors

Portalnd, OR
01/2010 → Present

Vebs, Inc

Escondido, CA
09/2019 → Present

Id Experts

Portland, OR

Other Businesses

(1) Supplemental Benefit Solutions, Inc.; Investment Related; 7160 SW Fir Loop, Suite 103, Portland, OR 97223; Insurance Sales; Owner/President; Started 02/2003; 172 Hours/Month Devoted; 140 Hours/Month Devoted During Security Trading Hours; Administration Of Business And Fixed Insurance Sales. 2) Teaching educational classes and seminars to federal employees. Individual benefit analysis and report preparation. Classes taught either as an independtnt contractor of VEBS, Inc (533 S. Vinewood St. Escondido, CA 92029) or individually. Not investment related, ; employee benefit education, Independent contractor, 01/2010, 8 hrs/ mo . 8 hrs/mo during trading. (3) ID EXPERTS; NON INVESTMENT RELATED; 10300 SW GREENBURG RD, SUITE 570, PORTLAND, OR 97223; IDENTITY THEFT RESTORATION AND PROTECTION; INDEPENDENT CONTRACTOR; STARTED 09/2019; 5 HOURS/MONTH DEVOTED; 3 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER IDENTITY THEFT PRODUCTS TO CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-10
S63	Uniform Securities Agent State Law Examination	1993-07-16

S65 Uniform Investment Adviser Law Examination

2017-11-10
S63 Uniform Securities Agent State Law Examination

1993-07-16

Other Names

Joe Durbin
Joey Durbin

View on SEC IAPD