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Robert Edward Szymanski

Brookstone Capital Management LLC

Duluth, GA

Wheaton, IL

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Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-01-04
TX RA APPROVED 2022-09-20
GA RA APPROVED 2017-03-21
  • SC RA
    APPROVED
    Since 2023-01-04
  • TX RA
    APPROVED
    Since 2022-09-20
  • GA RA
    APPROVED
    Since 2017-03-21

Branch Locations

6340 Sugarloaf Parkway Suite 200, Duluth, GA 30097 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • 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
Horter Investment Management, Llc Cincinnati OH 12/2014 Present
Previous Registrations
  • 2015-01-06 → 2017-03-17
    Horter Investment Management, Llc
    Suwanee, GA
    Cincinnati, OH
    Suwanee, GA
    Duluth, GA
  • 2014-01-14 → 2014-11-21
    Harrisdirect Llc
    Arlington, VA
  • 2013-04-11 → 2014-01-09
    Cetera Investment Services Llc
    Duluth, GA
    St Cloud, MN
  • 2004-11-05 → 2008-02-25
    Bny Mellon Advisors, Inc.
    Malvern, PA
    New York, NY
Other Businesses

insurance sales Medicare back office - referrals to medicare

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-11
S63 Uniform Securities Agent State Law Examination 1981-12-22
  • S65 Uniform Investment Adviser Law Examination
    1996-03-11
  • S63 Uniform Securities Agent State Law Examination
    1981-12-22
Designations

View on SEC IAPD

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