Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-03 |
| GA | RA | APPROVED | 2017-08-28 |
| FL | RA | APPROVED | 2017-08-16 |
| NJ | RA | APPROVED | 2017-08-02 |
| NC | RA | APPROVED | 2017-05-23 |
| SC | RA | APPROVED | 2017-05-23 |
Branch Locations
4801 E. Independence Blvd, Suite 302, Charlotte, NC 28212 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 05/2017 | Present |
| Millenium Financial Group, Llc | Charlotte | NC | 12/2013 | Present |
DBA: MILLENIUM FINANCIAL GROUP, LLC. INSURANCE AGENT OFFERING FIXED ANNUITIES, LIFE AND HEALTH, LONG TERM CARE. TIME COMMITTED; 30 HOURS PER WEEK, OF WHICH 3 HOURS ARE DURING SECURITIES TRADING HOURS. Intervention Point. Introduce clients to Intervention Point to provide Estate Planning services and assist them in completing estate planning questionnaire. start date 5/19. 20 hours per month. compensated via set planning fee Estate Guru, Millenium Financial Group, President, Administrator, Not investment related, 35 hours per month,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-22 |
Reach out to this advisor