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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-14 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-10-06 |
| NC | RA | APPROVED | 2016-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Financial Solutions | Raleigh | NC | 10/2010 | 04/2020 |
| Retirement Wealth Advisors | Raleigh | NC | 07/2016 | Present |
| Formulafolio Investments, Llc | Raleigh | NC | 07/2016 | 12/2021 |
| Security Financial | Fuquay Varina | NC | 05/2020 | Present |
| Brookstone Capital Management | Wheaton | IL | 01/2022 | Present |
SECURITY FINANCIAL; INVESTMENT RELATED; 3104 DOULTON LN, FUQUAY VARINA, NC 27526; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 05/2020; 40 HOURS/MONTH DEVOTED; 30 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INSURANCE SALES AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-09 |
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