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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-02 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Spanish Fort, AL • United States
1203 Hwy 98, Unit 3C1, Daphne, AL 36526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 10/2023 | Present |
| U.S. Bank | Portland | OR | 08/2018 | Present |
| Darden Restaurants | Spokane | WA | 02/2015 | 08/2018 |
Beshoar Financial Services, Life and Health Insurance, my position will be Insurance Agent. Starting date 10/31/2023, Unknown. US Bank, Relationship Banker, Assist customers fill out personal loans; personal lines at credit, checking accounts, credit card apps, Start 08/2018, 128 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
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