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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-21 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1175 Peachtree St Ne Suite 1000, Atlanta, GA 30361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 03/2023 | Present |
| Iheartmedia | Atlanta | GA | 09/2019 | Present |
| Amerilife | Clearwater | FL | 04/2022 | Present |
| Spectrum News (Ny1) | New York | NY | 11/2013 | 09/2019 |
AmeriLife Investment-related 2650 McCormick Drive Clearwater, FL 33759 Insurance and annuity marketing company Radio Co-Host/Producer Start date: April 11, 2022 120 hours/month I work on the marketing team as part of the Retirement.Radio Network, helping produce, edit and co-host radio shows and podcasts featuring advisors and agents. iHeartMedia Business is NOT investment-related 1255 Makers Way NW, Atlanta, GA Broadcast Media Executive Producer Start date: Sept. 2019 80 hours/month I oversee daily operations for iHeartMedia's Southeast Regional News Center.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-23 |
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