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Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-10
AL RA APPROVED 2022-04-06
FL RA APPROVED 2022-04-04
  • GA RA
    APPROVED
    Since 2022-05-10
  • AL RA
    APPROVED
    Since 2022-04-06
  • FL RA
    APPROVED
    Since 2022-04-04

Branch Locations

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

11300 4Th Street North Suite 100, St Petersburg, FL 33716 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2017 02/2022
Achieva Credit Union St Petersburg FL 04/2015 05/2017
Unemployed St Petersburg FL 06/2017 10/2017
Brookstone Wealth Advisors Grand Rapids MI 03/2022 Present
  • 10/2017 → 02/2022
    St Louis, MO
  • 04/2015 → 05/2017
    Achieva Credit Union
    St Petersburg, FL
  • 06/2017 → 10/2017
    Unemployed
    St Petersburg, FL
  • 03/2022 → Present
    Brookstone Wealth Advisors
    Grand Rapids, MI
Previous Registrations
  • 2018-03-27 → 2022-03-01
    St Petersburg, FL
    St Petersburg, FL
    St Louis, MO
    St. Petersburg, FL
    Seminole, FL
Other Businesses

Insurance Sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-24
S63 Uniform Securities Agent State Law Examination 2014-05-13
  • S66 Uniform Combined State Law Examination
    2018-03-24
  • S63 Uniform Securities Agent State Law Examination
    2014-05-13
Other Names
  • Mark Willis
  • Mark Alan Willis

View on SEC IAPD

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