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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-15 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
5000 Stonewood Drive Ste 230, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 05/2023 | Present |
| My College Advisor | Wexford | PA | 04/2013 | 12/2024 |
| Porti Tax & Financial Group, Llc | Wexford | PA | 06/2014 | Present |
Porti Tax & Financial Group, LLC, Insurance sales owner/operator 5000 Stonewood Drive, Suite 230, Wexford PA 15090 started June 2014 approximately 40-45 hours per week devoted to business, 30 hours during securities trading hours My College Advisor Owner/Consultant 5000 Stonewood Drive, Suite 230, Wexford PA 15090 started 2012 approx 15-20 hrs/months for 4 months College admissions consulting for high school juniors/seniors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
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