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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-12-15 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1829 East Franklin Street #700-A, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gps Financial Strategies (Formerly Management Connection) | Chapel Hill | NC | 12/2003 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2015 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 12/2015 | Present |
GPS FINANCIAL STRATEGIES - OWNER - BEGAN 2/2003 - COUNSEL INDIVIDUALS, FAMILIES AND BUSINESS OWNERS ON MAXIMIZING THEIR FINANCIAL SECURITY. THIS MAY INVOLVE THE SALES OF FIXED INSURANCE,ANNUITY PRODUCTS AND LTC. HOURS VARY APPROX 50 HRS PER MONTH SOME DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
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