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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-14 |
| WA | RA | APPROVED | 2023-06-23 |
| AZ | RA | APPROVED | 2021-08-12 |
| IA | RA | APPROVED | 2021-08-06 |
Branch Locations
Cave Creek, AZ • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Common Sense Financial Stragegies | Phoenix | AZ | 05/1996 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 12/2015 | 01/2017 |
| Massmutual Life Insurance Company | Phoenix | AZ | 11/2016 | 02/2018 |
| Mml Investors Services | Phoenix | AZ | 02/2017 | 02/2018 |
| Black Mountain Business Consultants Llc | Carefree | AZ | 01/2015 | Present |
| Packerland Brokerage Services | Green Bay | WI | 03/2018 | 12/2018 |
| Brokers International Financial Services | Urbandale | IA | 03/2019 | 07/2021 |
| Brookstone Capital Management | Wheaton | IL | 08/2021 | Present |
BLACK MOUNTAIN BUSINESS CONSULTANTS 7518 ELBOW ROAD CAREFREE,AZ 85377 20HRS/MONTH;START DATE: 2/1/2010 CHIEF CONSULTANT,HELP PHYSICIANS TRANSITION TO CONCIERGE MEDICINE;NOT INVESTMENT RELATED COMMON SENSE FINANCIAL STRATEGIES INV REL:Y ADD: 7518 ELBOW BEND RD B9 CAREFREE AZ 85331 NATURE: INDIVIDUAL LIFE/HEATH, P&C,LTC,DISABILITY GROUP LIFE/HEALTH AND CRITICAL ILLNESS POSITION: OWNER START DATE: 2014 NO HRS/MO: 40 NO HRS/MO DUR TRADING:20 SCUBA INSTRUCTOR-BRIAN JONES INV REL:N ADD: 30633 N 46TH CAVE CREEK AZ 85331 NATURE: SCUBA,CPR & 1ST AID INSTRUCTOR POSITION: OWNER START DATE: 2009 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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