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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-06-08 |
Branch Locations
203 Main Street # 122, Flemington, NJ 08822 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Flemington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T/A Brokerage Consulting | Flemington | NJ | 11/2010 | Present |
| Bedrock Investment Advisors | Scottsdale | AZ | 07/2019 | 05/2020 |
| Brookstone Capital Management | Wheaton | IL | 06/2020 | Present |
T/A Brokerage Consulting t: 908-806-4835 203 Main Street #122 Flemington, NJ 08822 Consulting with business owners on group health/medicare benefits 15 hrs. per month MegaStar Advisors - I advise federal employees on their FED employee benefits Insurance Sales Federal Employees Benefit Association (FEBA)/ Brokerage Consulting; Advisor; federal, corporate, employee benefits, retirement, 401(k) & TSP positioning and advisory; compensated via company concession. referral fee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-01 |
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