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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2018-12-19 |
Branch Locations
609 Sw 8Th St, Suite 600, Bentonville, AR 72712 • 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 |
|---|---|---|---|---|
| Self Employed Insurance Agent | Rogers | AR | 02/1998 | Present |
| Childress Financial Group | Bentonville | AR | 02/2006 | Present |
| Brookstone Capital Management | Wheaton | IL | 11/2018 | Present |
| Regal Investment Advisors | Kentwood | MI | 06/2018 | 11/2018 |
INSURANCE - LIFE, HEALTH & Annuities are presented and sold. NOT INVESTMENT RELATED - COMMISSION ONLY Social Security Workshops: 4-6 Free Educational Workshops per year, held at Public Libraries. Teaching Baby Boomers the options available to them in filing for their Soc. Sec. Benefits. Helping them determine when is the most efficient time to file for benefits. They are offered a No Charge Consultation to look at their specific demographics to help them receive the best benefit for their situation. No Financial Products are presented or sold at the Workshop or Free Consultation. Legacy Lock, LLC - presents trust information, gathers financial documents, answers basic paperwork questions. Will be compensated per trust created.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
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