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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-03-23 |
| CT | RA | APPROVED | 2020-03-03 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
813 Williams Street, Longmeadow, MA 01106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 03/2016 | 07/2017 |
| Jp Santaniello Retirement Planning Solutions | Longmeadow | MA | 12/2006 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2017 | 09/2019 |
| Simplicity Wealth, Llc | Holland | MI | 09/2019 | 03/2020 |
| Brookstone Capital Management | Wheaton | IL | 03/2020 | Present |
JP SANTANIELLO RETIREMENT PLANNING SOLUTIONS; INVESTMENT RELATED; 1200 CONVERSE ST, LONGMEADOW, MA 01106; INDEPENDENT INSURANCE AND ANNUITY AGENCY; OWNER AND AGENT; START DATE 2006; 80 HOURS/MONTH, 80 HOURS DURING TRADING; INDEPENDENT AGENT OFFERING INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-28 |
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