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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
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 | 11/2023 | Present |
| Barrett Financial Group Llc | Gilbert | AZ | 11/2021 | Present |
| Self Employed | Dallas | TX | 02/2007 | Present |
| Edge Home Finance Corporation | Minnetonka | MN | 11/2019 | 11/2021 |
Owner of Insurance ReDesigned where I sell cash value life insurance and fixed annuities. 1209 Verona Way, Keller TX 76248. Insurance and annuity product sales. Started in the insurance business in 2007. 100-150 hours a month. Part of the overall approach will include both advisory services and insurance/annuity products as a compliment to each other for the best interest of the client. Part time loan officer with Barrett Financial Group, LLC that I'm phasing out of where I originate home loans. 1209 Verona Way, Keller TX 76248. 11/2021. less than 1 hour a month currently.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-27 |
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