Corneluis Mathews

Employer firm

Uisonet CRD 313473

$550.0K regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Uisonet

Moore, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2021-05-28

OK RA
APPROVED

Since 2021-05-28

Branch Locations

Moore, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Brookstone Capital Management	Wheaton	IL	10/2017	Present
Entityworks Llc	Moore	OK	02/2010	Present
Self Employed Insurance Agent	Moore	OK	03/2015	Present
David Allen Capital, Inc.	Moore	OK	02/2019	09/2019

10/2017 → Present

Brookstone Capital Management

Wheaton, IL
02/2010 → Present

Entityworks Llc

Moore, OK
03/2015 → Present

Self Employed Insurance Agent

Moore, OK
02/2019 → 09/2019

David Allen Capital, Inc.

Moore, OK

Previous Registrations

2017-11-07 → 2021-10-25

Brookstone Capital Management Llc

Moore, OK

Wheaton, IL

Moore, OK

Moore, OK

Other Businesses

(1) Insurance Sales (2) EntityWorks LLC - Process Improvement Specialist - Improve the processes for business and individuals - not investment related - compensated via individual contracts

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-28

S65 Uniform Investment Adviser Law Examination

2017-09-28

View on SEC IAPD