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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
258 S Sam Houston Blvd, San Benito, TX 78586 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dap Brands | San Benito | TX | 03/2023 | Present |
| Elevated Capital Advisors | Salt Lake City | UT | 01/2023 | 04/2024 |
| Bennett Tax Advisory | Fort Valley | GA | 01/2024 | Present |
| Freedom Insurance | San Benito | TX | 08/2015 | Present |
Bennett Tax Advisory-Breaking down business structures, corporations, & LLC's for maximum tax efficiency. (315 N Camellia Blvd, Fort Valley, Georgia 31030) DAP Brands-Breaking down business structures, corporations, & LLC's for maximum tax efficiency. (258 S. Sam Houston Blvd, San Benito, TX 78586) Freedom Insurance-Selling life insurance & annuity products. (258 S. Sam Houston Blvd, San Benito, TX 78586)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
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