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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-28 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
712 Adams St Ste 141, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Combined Insurance Company | Chicago | IN | 04/2004 | 08/2020 |
| Physicians Mutual | Omaha | NE | 08/2020 | 05/2025 |
| Self Employed | Carmel | IN | 05/2025 | Present |
| Brookstone Capital Management | Wheaton | IL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
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