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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-22 |
Branch Locations
1416 Lake Tarpon Ave, Tarpon Springs, FL 34689 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 06/2023 | Present |
| George C Chambers Inc | Tarpon Springs | FL | 05/2021 | Present |
| Optumserve (Uhg) | Minnetonka | MN | 06/2017 | 05/2021 |
| Unitedhealth Care (Uhg) | Minnetonka | MN | 11/2012 | 06/2017 |
George C Chambers, Inc Investment related: yes (Insurance) 1414 Lake Tarpon Ave, Tarpon Springs, FL 34689 Insurance- Life, Health, Annuity Position: Managing Partner Start date: 05/2021 I spend 10-12 hours per week managing the operations of GCC Inc. None of these hours are required to be during trading hours. I responsibilities include developing and executing marketing plans, managing the finances of the organization, follow up with employees to ensure assigned tasks are completed on time, etc. Professional Insurance Executives LLC Investment-related: yes 1414 Lake Tarpon Ave, Tarpon Springs, FL 34689 This business is an IMO/FMO. I am a member of the LLC, although I do not spend any significant time on this business. (Maybe 30 minutes per month.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
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