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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-10 |
| NC | RA | APPROVED | 2021-06-02 |
| TX | RA | APPROVED_RES | 2021-05-27 |
| WA | RA | APPROVED | 2014-03-24 |
Branch Locations
8414 N Wall Street Suite C, Spokane, WA 99208 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moody Broadcasting | Chicago | IL | 08/1992 | 06/2021 |
| Brookstone Capital Management | Wheaton | IL | 03/2014 | Present |
| Integrated Financial Services Of Washington | Spokane | WA | 07/2014 | Present |
INDEPENDENT INSURANCE AGENT, LIFE, DISABILITY AND ANNUITY SALES, COMMISSIONS SINCE 09/16/2013 NON-INVESTMENT RELATED GENESIS INSTITUTE, PRESIDENT OF BOARD OF DIRECTORS AMERITAS LIFE INSURANCE COMPANY - LIFE INSURANCE AGENT; SALES & SERVICE OF LIFE AND ANNUITY PRODUCTS; 80 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-18 |
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