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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-11 |
| GA | RA | APPROVED | 2017-03-29 |
Branch Locations
3414 Peachtree Road #250, Atlanta, GA 30326 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • 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 |
|---|---|---|---|---|
| Patriot Capital, Llc | Milton | GA | 07/2015 | Present |
| Patriot Advisory, Llc | Milton | GA | 04/2016 | 03/2017 |
| Brookstone Capital Management | Wheaton | IL | 03/2017 | Present |
(1) 2015-Present: Patriot Capital, LLC/Not investment related/Milton, GA/Partner & Managing Member/Entity established for non-advisory business income, leases, etc./Involves 10% or less time each month, including during traditional business hours.//(2) 2015-Present: Independent insurance agent/Insurance related/Milton, GA/Insurance Agent/Non-registered insurance & annuity sales & service via unaffiliated issuers/Involves up to 50% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-28 |
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