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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-10-10 |
Branch Locations
1000 Cordova Place Pmb 815, Santa Fe, NM 87505 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Life Money Center | Albuquerque | NM | 06/2012 | 01/2017 |
| Jd Mellberg Financial | Tucson | AZ | 07/2019 | Present |
| Uber/Lyft | Albuquerque | NM | 01/2019 | 07/2019 |
| Brookstone Capital Management | Wheaton | IL | 10/2023 | Present |
| Better Money Decisions | Albuquerque | NM | 02/2017 | 10/2018 |
Financial professional offering insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
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