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Samuel James Davis

Brookstone Capital Management LLC

Alpharetta, GA

Wheaton, IL

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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-25
  • GA RA
    APPROVED
    Since 2024-01-25

Branch Locations

1740 Grassland Pkwy Bldg, #206, Alpharetta, GA 30004 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amerilife Clearwater FL 08/2021 Present
Salem Media Group Atlanta GA 08/2018 08/2021
Orlando Magic Orlando FL 07/2017 07/2018
Kansas Athletics Lawrence KS 02/2015 05/2017
Student Lawrence KS 08/2013 05/2017
  • 08/2021 → Present
    Amerilife
    Clearwater, FL
  • 08/2018 → 08/2021
    Salem Media Group
    Atlanta, GA
  • 07/2017 → 07/2018
    Orlando Magic
    Orlando, FL
  • 02/2015 → 05/2017
    Kansas Athletics
    Lawrence, KS
  • 08/2013 → 05/2017
    Student
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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