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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
9800 Us 441 Unit 101, Leesburg, FL 34788 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 11/2023 | Present |
| Amerilife Of Brevard | Melbourne | FL | 06/2021 | Present |
| Overlook Bible Training Center | Cocoa | FL | 01/2020 | 06/2021 |
| Health First Viera | Viera | FL | 08/2019 | 01/2020 |
| Starbucks | Viera | FL | 08/2019 | 01/2020 |
| East Coast Christian Center | Merritt Island | FL | 02/2017 | 08/2019 |
| Overlook Bible Training Center | Cocoa | FL | 01/2015 | 02/2017 |
| Mnr Financial | Leesburg | FL | 01/2026 | Present |
Insurance sales for AmeriLife of Lake County Life, Health and Annuity Not Investment but insurance business 9800 US 441 Unit 101 Leesburg, Florida Managing Director 06/01/2021 start date 60 hours a week I manage the office and also maintain a personal book of insurance clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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