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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1600 Airport Freeway Suite 205, Bedford, TX 76022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Benefit Services, Inc. | Bedford | TX | 08/1981 | Present |
| World Equity Group, Inc. | Arlington Heights | IL | 06/2019 | 11/2019 |
| Corecap Investments | Southfield | MI | 11/2019 | 06/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2023 | Present |
1.Total Benefit Services (DBA) - INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED; FIXED INSURANCE SALES; START DATE 7/2011;80 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS;SALES OF FIXED INSURANCE PRODUCTS 2. MAY, 2019 INSTRUCTOR FOR COUNCIL OF FINANCIAL EDUCATION, 970 LAKE CARILLON DRIVE, SUITE 300, ST. PETERSBURG, FL. 33716. I WILL CONDUCT INVESTMENT-RELATED WORKSHOPS & SEMINARS PRESENTING MATERIALS PUBLISHED BY THIRD-PARTIES AND WILL DEVOTE APPROXIMATELY 20 HOURS PER MONTH TO THESE ACTIVITIES, 10 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-28 |
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