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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tucson | AZ | 07/2014 | 06/2018 |
| Pga Tour | Dallas | TX | 06/2018 | Present |
| Design Financial | Lucas | TX | 08/2024 | Present |
08/2014-06/2018: Student at University of Arizona 06/2018-present: I am a professional golfer, self employed, not investment related. 2280 Lucas Creek Dr. Lucas, TX 75002, Golf tour, 20 hours/month, 20 hours/month during trading hours. 08/2023-present: I hold a life/health insurance license. Is investment related. 2280 Lucas Creek Dr. Lucas, TX 75002, Fixed annuity and Life insurance sales, agent, 8/2023, 20 hours/month during trading hours. I offer annuities and life insurance as part of my planning process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
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