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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-03
NJ RA APPROVED 2019-10-02
  • FL RA
    APPROVED
    Since 2021-09-03
  • NJ RA
    APPROVED
    Since 2019-10-02

Branch Locations

950 Chester Avenue Building B, Delran, NJ 08075 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

19337 Shumard Oak Drive Suite 101, Land O Lakes, FL 34638 • United States

16703 Early Riser Ave, Land O Lakes, FL 34638 • 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
OrganizationCityStateFromTo
Brookstone Capital Management Wheaton IL 09/2019 Present
Union Financial Services Delran NJ 07/2017 Present
Coastal Carolina University Conway SC 08/2014 05/2017
Law Offices Of John Dooley Pennsauken NJ 11/2017 Present
N/A Delran NJ 06/2017 07/2017
Union Financial Services Delran NJ 07/2017 Present
  • 09/2019 → Present
    Brookstone Capital Management
    Wheaton, IL
  • 07/2017 → Present
    Union Financial Services
    Delran, NJ
  • 08/2014 → 05/2017
    Coastal Carolina University
    Conway, SC
  • 11/2017 → Present
    Law Offices Of John Dooley
    Pennsauken, NJ
  • 06/2017 → 07/2017
    N/A
    Delran, NJ
  • 07/2017 → Present
    Union Financial Services
    Delran, NJ
Other Businesses

Administrative assistant to Edward Green at Union Financial Services, who is a registered representative with Madison Avenue Securities. This is investment related. Union Financial Services is located at 950 Chester Ave., Bldg. B, Delran, NJ 08075. I am not being compensated for this activity. I started this 7/2017. This activity consists of filing and organization and I spend about 10 hours per month on it. I am also an insurance agent at Union Financial Services, located at 950 Chester Ave., Bldg. B, Delran, NJ 08075. This activity is investment related. I started on 7/2017 and spend about 120 hours a month doing this activity. My job functions include the sale of insurance products, completing client application, filing, and client correspondence. I am compensated by commission. I also am a book keeper for the Law Offices of John Dooley. The location of this firm is 5434 King Ave. Route 38 East, Suite 202, Pennsauken, NJ 08109. I started this job on 11/2017 and spend about 10 hours a month performing the duties of writing out checks and recording bills. I am compensated through salary and this job is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-08-29
Other Names
  • Marissa Green

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