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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-09
  • UT RA
    APPROVED
    Since 2023-03-09

Branch Locations

Farr West, UT • United States

1745 S Naperville Rd 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
Hodson Marketing Llc Ogden UT 12/2015 Present
Retirement Wealth Advisors Salt Lake City UT 08/2016 02/2021
Teacher's Pension Oakdale CA 02/2021 Present
Verity Asset Management Durham NC 04/2021 07/2021
Brookstone Wealth Advisors Wheaton IL 03/2023 Present
  • 12/2015 → Present
    Hodson Marketing Llc
    Ogden, UT
  • 08/2016 → 02/2021
    Retirement Wealth Advisors
    Salt Lake City, UT
  • 02/2021 → Present
    Teacher's Pension
    Oakdale, CA
  • 04/2021 → 07/2021
    Durham, NC
  • 03/2023 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Previous Registrations
Other Businesses

Hodson Marketing, LLC Not investment-related; Farr West, UT; Insurance sales; Sole Proprietor; Owner; 01/2015; 160 hours per month; 160 hours per month during market hours; Life annuity and property casualty sales Teacher's Pension is also a marketing group in which Mr. Hodson is an agent for

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
S63 Uniform Securities Agent State Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18
  • S63 Uniform Securities Agent State Law Examination
    2007-01-23

View on SEC IAPD

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