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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-02 |
Branch Locations
10000 Avalon Blvd Unit 760, Alpharetta, GA 30009 • United States
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 |
|---|---|---|---|---|
| Clarkes Standard | Clarke | GA | 08/2019 | 08/2021 |
| Paloma Park | Athens | GA | 09/2021 | 08/2023 |
| Student | Clarke | GA | 08/2013 | 05/2022 |
| Hoffman Financial Group | Alpharetta | GA | 02/2023 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
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