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Current Employers
Insight Folios

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-07-10
  • MI RA
    APPROVED
    Since 2026-07-10

Branch Locations

Fort Gratiot, MI • United States

10800 Sikes Place Suite 110, Charlotte, NC 28277 • 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 03/2018 03/2021
Great Lakes Insurance Port Huron MI 09/2013 05/2022
Insight Folios Fort Gratiot MI 03/2021 Present
Legacy Life Financial Dr., Fort Gratiot MI 06/2022 Present
  • 03/2018 → 03/2021
    Brookstone Capital Management
    Wheaton, IL
  • 09/2013 → 05/2022
    Great Lakes Insurance
    Port Huron, MI
  • 03/2021 → Present
    Fort Gratiot, MI
  • 06/2022 → Present
    Legacy Life Financial
    Dr., Fort Gratiot, MI
Previous Registrations
Other Businesses

Legacy Life Financial: Investment Related - Yes: 4044 Stoney Creek Dr., Fort Gratiot, MI 48059: Sales of Life and Health Insurance and Annuity Products: Insurance Producer since 6/2022

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-20
  • S65 Uniform Investment Adviser Law Examination
    2018-02-20

View on SEC IAPD

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