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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-10
  • PA RA
    APPROVED
    Since 2025-12-10

Branch Locations

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

Elizabethtown, PA • 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
Ruby Tuesday Lancaster PA 06/2014 04/2019
Citizens Bank Pittsburgh PA 03/2018 03/2019
Citizens Securities, Inc. Pittsburgh PA 03/2018 02/2019
Independence Planning Group Blue Bell PA 03/2019 02/2022
Guardian Life Insurance Company Blue Bell PA 03/2019 02/2022
Park Avenue Securities Blue Bell PA 03/2019 02/2022
Mml Investors Services , Llc Allentown PA 04/2022 06/2024
Mass Mutual Life Insurance Company Allentown PA 02/2022 06/2024
Chili's Lancaster PA 07/2019 06/2022
River Trail Brewing Marietta PA 07/2024 10/2025
New Town Food & Spirits Lancaster PA 09/2025 Present
Brookstone Wealth Advisors Wheaton IL 12/2025 Present
Erdman Financial Group Elizabethtown PA 12/2025 Present
  • 06/2014 → 04/2019
    Ruby Tuesday
    Lancaster, PA
  • 03/2018 → 03/2019
    Citizens Bank
    Pittsburgh, PA
  • 03/2018 → 02/2019
    Citizens Securities, Inc.
    Pittsburgh, PA
  • 03/2019 → 02/2022
    Independence Planning Group
    Blue Bell, PA
  • 03/2019 → 02/2022
    Guardian Life Insurance Company
    Blue Bell, PA
  • 03/2019 → 02/2022
    Park Avenue Securities
    Blue Bell, PA
  • 04/2022 → 06/2024
    Mml Investors Services , Llc
    Allentown, PA
  • 02/2022 → 06/2024
    Mass Mutual Life Insurance Company
    Allentown, PA
  • 07/2019 → 06/2022
    Chili's
    Lancaster, PA
  • 07/2024 → 10/2025
    River Trail Brewing
    Marietta, PA
  • 09/2025 → Present
    New Town Food & Spirits
    Lancaster, PA
  • 12/2025 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 12/2025 → Present
    Erdman Financial Group
    Elizabethtown, PA
Other Businesses

(1) NAME: CHILI'S INV REL: N ADD: 1525 MANHEIM PIKE, LANCASTER, PA 17601 NATURE: RESTAURANT/BAR WORK POSITION: SERVER START DATE: 07/20/2009 No. HR/MO: 25. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: GREET GUESTS, TAKE ORDERS, RUN FOOD & CLEAN TABLES (2) NAME: KENNETH ERDMAN INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: NOTARY PUBLIC POSITION: NOTARY START DATE: 09/20/2009 No. HR/MO: 0. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: NOTORIZE DOCUMENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2018-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2018-05-29

View on SEC IAPD

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