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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-24 |
| NM | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED | 2023-03-17 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
101 E. Park Blvd #202, Plano, TX 75074 • United States
Lucas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning By Desgin Financial | Plano | TX | 11/2014 | Present |
| Self-Employed | Tucson | AZ | 08/2012 | 01/2017 |
| Brookstone Wealth Advisors | Wheaton | IL | 03/2023 | Present |
1) Planning by Design Financial, Investment Related, 101 E. Park Blvd. Suite 202 Plano, TX 75074, Books Contracts and training, Vice President, 11/2014, 15 HPM, 7 HPM During Trading Hour, Keep the books, contract new insurance agents, and help with product training. 2) Self-Employed, Non-Investment Related, 2280 Lucas Creek Dr. Lucas, TX 75002, Health and Life Insurance, 08/2012, 15, 7, Health and Life Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
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