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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-07 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Astor Investment Management Llc | Chicago | IL | 07/2015 | 02/2021 |
| Northern Lights Distributors, Llc | Omaha | NE | 11/2016 | 02/2021 |
| Unemployed | Glen Ellyn | IL | 02/2021 | 04/2022 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 04/2022 | 09/2024 |
| Assetmark Brokerage, Llc | Chicago | IL | 04/2022 | 09/2024 |
| Unemployed | Glen Ellyn | IL | 09/2024 | 09/2025 |
| Brookstone Capital Management | Wheaton | IL | 09/2025 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 04/2022 - 160 HRS / MONTHLY, ENGAGEMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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