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18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-07-28 |
| IL | RA | APPROVED | 2015-08-04 |
Branch Locations
18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • United States
725 Cool Springs Suite 600, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldstone Financial Group | Oakbrook Terrace | IL | 01/2004 | Present |
| Goldstone Financial Group, Llc | Oakbrook Terrace | IL | 08/2015 | Present |
1) Licensed Insurance Agent offering Life and Fixed Annuity Sales 2) Triad Partners, LLC - FMO, Receives compensation for recruitment and coaching of insurance agents 3) Minority co-owner of Nationwide Investment Solutions, LLC. The entity is a minority shareholder of Registered Investment Adviser Triad Wealth Partners, LLC, located at 730 New Hampshire St. Unit 222 Lawrence, KS and registered in June 2023. Equity holder only, not engaged in business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
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