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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-19 |
| KY | RA | APPROVED | 2024-09-19 |
| TN | RA | APPROVED | 2024-09-19 |
| GA | RA | APPROVED | 2023-11-08 |
| OH | RA | APPROVED | 2023-10-10 |
| IN | RA | APPROVED | 2023-10-09 |
| LA | RA | APPROVED | 2023-10-09 |
| TX | RA | APPROVED | 2023-10-09 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
4019 Luke Court Suite B, Murfreesboro, TN 37128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Financial Advisors, Llc | Murfreesboro | TN | 04/2006 | Present |
| Brookstone Capital Management | Wheaton | IL | 06/2015 | 08/2023 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2018 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 08/2023 | 10/2023 |
| Brookstone Capital Management | Wheaton | IL | 10/2023 | Present |
1)INSURANCE & INVESTMENT BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 530 BRANDIES CIR, STE C, MURFREESBORO, TN, 37128 | START DATE: 08/16/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE & INVESTMENTS SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL INSURANCE SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL ALSO FINANCIAL PLANNING 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SENIOR FINANCIAL ADVISORS, INC | POSITION HELD: FOUNDER/CEO/OWNER | ADDRESS: 530 BRANDIES CIR, STE C, MURFREESBORO, TN, 37128 | START DATE: 08/16/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL 3)OWNER RENT PROPERTIES | INVESTMENT RELATED: NO | DBA NAME: LARRY & CYNTHIA ROBY | POSITION HELD: OWNER | ADDRESS: 7037 BEVERLY COURT, CHRISTIANA, TN 37037 | START DATE: 08/16/2023 | NATURE OF ACTIVITY: RENT PROPERTY OWNER | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: OWNER OF 2 PROPERTIES: COLLECT RENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-06 |
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