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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-28 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
600 N. Buffalo Grove Road Suite 100, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Going Vertical Inc. | Huntley | IL | 04/2012 | 05/2017 |
| Lpl Financial, Llc | South Barrington | IL | 07/2014 | 08/2019 |
| Sequioa Wealth Management, Llc | South Barrington | IL | 02/2015 | 08/2019 |
| Elgin Community College | Elgin | IL | 09/2016 | 05/2017 |
| Triad Advisors | Norcross | GA | 08/2019 | 11/2019 |
| Triad Hybrid Solutions | Norcross | GA | 08/2019 | 11/2019 |
| Fsc Securities Corporation | Bloomfield Hills | MI | 11/2019 | 01/2020 |
| Northrock Partners | Minneapolis | MN | 04/2020 | 05/2020 |
| Hsbc Bank Usa, N.A. | Arlington Heights | IL | 06/2020 | 03/2021 |
| Hsbc Securities (Usa) Inc. | Arlington Heights | IL | 07/2020 | 03/2021 |
| Pruco Securities, Llc. | Downers Grove | IL | 03/2021 | 12/2022 |
| Prudential Insurance Company Of America | Downers Grove | IL | 05/2021 | 12/2022 |
| Lpl Financial Llc | Itasca | IL | 12/2022 | 01/2023 |
| Itaska Bank & Trust | Itasca | IL | 12/2022 | 01/2023 |
| Brookstone Capital Management | Wheaton | IL | 02/2023 | Present |
THOJOR 1130 W Lake Cook Rd, Ste. 230, Buffalo Grove, IL, 60089 Licensed Representative Fixed/Index Annuity business and Life Insurance 2/24/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
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