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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
600 Parker Square Suite 220, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 04/2023 | Present |
| American Contractors Insurance Group | Richardson | TX | 09/2017 | 04/2023 |
| Ernst And Young | Dallas | TX | 09/2016 | 09/2017 |
| Unemployed | Dallas | TX | 05/2016 | 09/2016 |
Insurance Sales It is Investment Related 1422 W Main Street, Suite 200 Lewisville, TX 75067 Nature is Insurance Sales Associate Advisor Start Date 10/1/2022 20 hours a month Currently 0 hours devoted during securities trading hours Advise clients on insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
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