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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
900 E. Hamilton Ave Suite 100, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 11/2023 | Present |
| Silicon Valley Private Client Services | San Jose | CA | 05/2020 | Present |
| College Planning Systems | San Jose | CA | 05/2018 | 05/2020 |
| Celigo | Redwood City | CA | 10/2016 | 09/2017 |
| Unemployed | San Jose | CA | 12/2015 | 10/2016 |
| Unemployed | San Jose | CA | 09/2017 | 05/2018 |
Owner of above businesses Silicon Valley PCS and College Planning Systems. Both LLC's were used to sell insurance products. Addresses included 182 Koch Ln, San Jose, CA 95125 and 2542 S Bascom Ave Ste 170, Campbell, CA 95008 (vacated) and 900 E Hamilton Ave Ste 100, Campbell, CA 95008. Insurance Sales. Owner/President. LLC formed 05/2018. 40 hours per week. Not securities related, only insurance products. I sold insurance products, primarily permanent life and annuity sales. Brookstone and Commonwealth include potential securities products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
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