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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-04-13 |
Branch Locations
1745 S Naperville Rd 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 |
|---|---|---|---|---|
| Headsail Financial Strategies | Greenville | SC | 11/2010 | Present |
| Guardian Life Insurance Co | Greenville | SC | 03/2014 | 08/2017 |
| Park Avenue Securities Llc | Greenville | SC | 09/2015 | 08/2017 |
| Massachusetts Mutual Life Insurance Company | Greer | SC | 08/2017 | 12/2018 |
| Mml Investors Services, Llc | Greer | SC | 11/2017 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 01/2019 | 03/2020 |
| Simplicity Wealth, Llc | 5837866 | NJ | 03/2020 | 04/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2023 | Present |
1) Headsail Financial Strategies; Investment-related; 106 Renaissance Cir., Mauldin, SC 29662; Insurance, consulting, and education; Independent Agent; 11/2010; Approx. 200 hours/month; Approx. 120 hours/month during trading hours; insurance sales and education. 2) Jonathan Blair Erwin; Investment-related; 106 Renaissance Cir., Mauldin, SC 29662; Insurance, consulting, and education; Licensed Insurance Agent; 11/2010; Approx. 200 hours/month as an Independent Agent with Headsail Financial Strategies; Approx. 120 hours/month during trading hours as an Independent Agent with Headsail Financial Strategies; insurance sales and education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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