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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-03 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-29 |
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