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Account
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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-03 |
| IL | RA | APPROVED | 2023-02-23 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
W177N9856 Rivercrest Drive Suite 212, Germantown, WI 53022 • United States
10125 S. Roberts Rd Suite 103, Palos Hills, IL 60465 • United States
15255 S 94Th Ave 5Th Floor, Orland Park, IL 60462 • United States
740 Pilgrim Pkwy Suite 100A, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cosaint Retirement Solution | Naperville | IL | 04/2004 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 10/2014 | 07/2017 |
| Brookstone Capital Management | Wheaton | IL | 07/2017 | 11/2019 |
| Simplicity Wealth, Llc | Holland | MI | 11/2019 | 06/2020 |
| Brookstone Capital Management | Wheaton | IL | 06/2020 | 01/2023 |
| Gibbs Wealth Management, Llc | Germantown | WI | 12/2022 | Present |
SELF EMPLOYED INSURANCE AGENT d/b/a Cosaint Retirement Solutions, 40+ HOURS PER WEEK. Since 2012 SELF EMPLOYED REAL ESTATE INVESTOR. PURCHASE, RENOVATE AND SELL RESIDENTIAL REAL ESTATE SINCE 2016. 20 HOURS MONTHLY. REALVIEW ENTERPRISES, LLC WE PURCHASE, RENOVATE AND SELL RESIDENTIAL REAL ESTATE SINCE 2010, PARTNER SINCE 2010. 5 HOURS MONTHLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-17 |
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