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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
| AL | RA | APPROVED | 2026-08-13 |
| TN | RA | APPROVED | 2024-05-15 |
| GA | RA | APPROVED | 2023-04-20 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
110 Somerville Ave Ste 154, Chattanooga, TN 37405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 04/2023 | Present |
| Hoffman Financial Group | Alpharetta | GA | 07/2019 | Present |
| Guston's Grille | Woodstock | GA | 07/2012 | 06/2019 |
| Atlantic Bridgemill Apartments | Canton | GA | 07/2018 | 07/2019 |
Hoffman Financial Group Investment related 10000 Avalon Boulevard Suite 760, Alpharetta GA 30009 Financial firm Client relations manager 7/2019 to current 160 148 I assist clients with their accounts and ensure they are communicated with in a timely manner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
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