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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
| GA | RA | APPROVED | 2026-07-27 |
| NC | RA | APPROVED | 2026-04-23 |
| SC | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
| VA | RA | APPROVED | 2026-04-23 |
Branch Locations
4609 Charlotte Hwy Box 7, Clover, SC 29710 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
4609 Charlotte Hwy Ste 5, Clover, SC 29710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-09 |
| NC | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2018 | 06/2021 |
| State Farm | Athens | GA | 10/2014 | 01/2018 |
| Signature Fd | Atlanta | GA | 05/2017 | 08/2017 |
| Lyft | Charlotte | NC | 08/2019 | 01/2022 |
| Uber | Charlotte | NC | 08/2019 | 01/2022 |
| Fidelity Investments | Charlotte | NC | 06/2021 | 03/2022 |
| Copperleaf Capital, Llc | Clover | SC | 03/2022 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2026 | Present |
(1) Advisors Excel; Not Investment-Related, 2950 SW McClure Road, Topeka, KS 66614; Insurance Agent; Approx number of hours per month: 25; Hold licenses to sell health, disability, and life insurance products, including Medicare Supplement insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
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