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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-10-29 |
| OH | RA | APPROVED | 2017-08-18 |
Branch Locations
2575 W Breese Rd, Lima, OH 45806 • United States
1065 Fairington Rd, Sidney, OH 45365 • 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 |
|---|---|---|---|---|
| Eikenberry Retirement Planning | Sidney | OH | 04/2017 | Present |
| Leagers Insurance | Maria Stein | OH | 06/2015 | 04/2017 |
| Brookstone Capital Management | Wheaton | IL | 04/2017 | Present |
Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-17 |
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