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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-10 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
St George, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 08/2022 | Present |
| Unique Accounting | Henderson | NV | 07/2021 | Present |
| Squire & Co | Orem | UT | 08/2019 | 07/2021 |
| Growify Accounting | Provo | UT | 01/2018 | 08/2019 |
| Lunsford Peck | Provo | UT | 06/2017 | 01/2018 |
| Goldman Sachs | Salt Lake City | UT | 02/2009 | 06/2017 |
Certified Public Accountant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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