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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-15 |
Branch Locations
2795 Main St W, Bldg 23, Snellville, GA 30078 • 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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 09/2022 | Present |
| Reed Financial Group | Snellville | GA | 01/2020 | Present |
| Ameriprise | Peachtree Corners | GA | 09/2017 | 12/2019 |
| Pottery Barn | Norcross | GA | 03/2017 | 10/2018 |
| Buckle | Alpharetta | GA | 02/2013 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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