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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
5620 Old Bullard Rd., Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Puritan Financial | Plano | TX | 03/2010 | 03/2017 |
| Puritan Investment Advisors | Plano | TX | 07/2015 | 03/2017 |
| Tucker Asset Management Llc | Littleton | CO | 04/2017 | 01/2021 |
| Elevated Capital Advisors, Llc | Sandy | UT | 01/2021 | 04/2022 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2022 | Present |
Pathways Financial Solutions; Investment-related; Retirement Planning; Owner; Co-Executive Director; Since March 2023; 200 hours per month; Devote 160 hours during securities trading hours(40 hours X 4 weeks per month); working with clients, doing workshops and seminars, attending training classes and doing general administrative functions of managing a business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-03 |
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