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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-31 |
| CA | RA | APPROVED | 2023-03-21 |
Branch Locations
3050 W Agua Fria Fwy #210, Phoenix, AZ 85027 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • 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 |
| Winston & Companies Retirement And Financial Services | Phoenix | AZ | 09/2019 | Present |
| Collabera | Tempe | AZ | 05/2018 | 05/2019 |
| Tapingo | Tucson | AZ | 10/2015 | 05/2018 |
| Enterprise Rent A Car | Phoenix | AZ | 05/2017 | 08/2017 |
| Unemployed | Phoenix | AZ | 05/2019 | 09/2019 |
Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
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