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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-26 |
| CA | RA | APPROVED | 2020-01-02 |
| IL | RA | APPROVED | 2020-01-02 |
| LA | RA | APPROVED | 2020-01-02 |
| MI | RA | APPROVED | 2020-01-02 |
| NC | RA | APPROVED | 2020-01-02 |
| OK | RA | APPROVED | 2020-01-02 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
2900 Charlevoix Dr Se Ste 310, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta | GA | 02/2008 | 12/2019 |
| Brookstone Capital Management | Wheaton | IL | 01/2020 | Present |
RON COURSER & ASSOCIATES POSITION: FINANCIAL ADVISOR NATURE: SALE OF FIXED INSURANCE PRODUCTS AND SECURITIES PRODUCTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 140 START DATE: 06/24/2008 ADDRESS: 2900 CHARLEVOIX, GRAND RAPIDS MI 49546 DESCRIPTION: WORKING WITH CLIENTS AS THEY PURSUE THEIR FINANCIAL DREAMS, BY CREATING APPROPRIATE INVESTMENT AND RETIREMENT INCOME STRATEGIES FOR THEM. KALOS MANAGEMENT POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: REGISTERED INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 02/04/2008 ADDRESS: 11525 PARK WOODS CIRCLE, ALPHARETTA GA 30005 DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-26 |
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