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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-19 |
Branch Locations
400 Nw Broad St, Southern Pines, NC 28387 • 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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 09/2023 | Present |
| 360 Capital Management (Formerly Wealth Concepts) | Southern Pines | NC | 03/2020 | Present |
| Christ Community Church | Pinehurst | NC | 08/2019 | 03/2020 |
| Elevation Church | Charlotte | NC | 01/2019 | 08/2019 |
| Slippery Rock University | Slippery Rock | PA | 08/2015 | 12/2018 |
360 Capital Management Investment relations would include with Brookstone and with various annuity/ insurance carriers 400 NW Broad St., Southern Pines, NC, 28387 Position now: wealth management associate along with insurance advising and company operations I am an employee/ on the board ad a director of operations Started 3/1/2020 80 hours 2 hours a day Insurance planning and business operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-08 |
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