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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-28 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
600 N Buffalo Grove Rd Ste 100, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 01/2015 | 12/2016 |
| Advisors Asset Management, Inc | Monument | CO | 02/2018 | 07/2019 |
| Unemployed | Chicago | IL | 01/2017 | 01/2018 |
| Morningstar Investment Management Llc | Chicago | IL | 04/2021 | 09/2023 |
| Grt Securities, Llc/El Capital Distributors, Llc | Vienna | VA | 07/2019 | 02/2020 |
| Everyincome | Vienna | VA | 07/2019 | 02/2020 |
| Unemployed | Chicago | IL | 02/2020 | 04/2021 |
| Unemployed | Chicago | IL | 09/2023 | 05/2025 |
| Brookstone Capital Management | Naperville | IL | 05/2025 | Present |
Insurance Sales through Triad. I have not started engaging in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-06 |
| S66 | Uniform Combined State Law Examination | 1999-03-17 |
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