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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
609 Deep Valley Drive, Suite #200, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 10/2013 | 08/2018 |
| Greenline Associates | Torrance | CA | 09/2013 | Present |
| Brookstone Capital Management | Wheaton | IL | 08/2018 | Present |
Name of Business: Greenline Associates Investment Related: Yes - Investment & Insurance Services Current Business Address: 2377 Crenshaw Blvd., Suite #201, Torrance, CA 90501 Nature of business: Investment & Insurance Sales/Services Your Title: Agent Start Date: September 1, 2013 Approx # of hours per month devoted to this business: 360 Hours Per Month (90 Hours Per Week) # of hours devoted during securities exchange hours: 150 Hours Per Month (Open During Securities Exchange Hours) Briefly describe your duties: Retirement income planning advisor offering insurance-related products and investments through Horter Investment Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-09 |
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