Best Investors Account Sign in
Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-28
GA RA APPROVED 2022-02-28
  • FL RA
    APPROVED
    Since 2022-02-28
  • GA RA
    APPROVED
    Since 2022-02-28

Branch Locations

1775 Parker Rd. Se Building C, Suite 210, Conyers, GA 30094 • United States

10000 Avalon Blvd Suite 760, Alpharetta, GA 30009 • United States

5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States

3235 Satellite Blvd Building 400 Suite 300, Duluth, GA 30096 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144 • United States

320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors Llc Wheaton IL 02/2022 Present
Hoffman Financial Group Roswell GA 09/2018 Present
Ksu Kennesaw GA 06/2017 09/2018
Cobb County School District Events Office Kennesaw GA 01/2015 06/2017
  • 02/2022 → Present
    Retirement Wealth Advisors Llc
    Wheaton, IL
  • 09/2018 → Present
    Hoffman Financial Group
    Roswell, GA
  • 06/2017 → 09/2018
    Ksu
    Kennesaw, GA
  • 01/2015 → 06/2017
    Cobb County School District Events Office
    Kennesaw, GA
Other Businesses

Hoffman Financial Group, investment related, 10000 Avalon blvd suite 760 Alpharetta GA 30009, investment advisory, employee, 9/2018, approximately 55 hours/week, 32.5 hours/week. Duties include building out prospect portfolio reports, helping create and construct advisor plans, and money movement directives.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-11
  • S65 Uniform Investment Adviser Law Examination
    2021-12-11

View on SEC IAPD

More in Conyers, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor