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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-04-06 |
| FL | RA | APPROVED | 2022-04-04 |
| KS | RA | APPROVED | 2022-03-11 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
4551 W. 107Th St., Suite 310, Overland Park, KS 66207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 03/2022 | Present |
| Amerilife Benefits / Ias | Overland Park | KS | 08/2020 | 02/2022 |
| Cno Financial Group | Carmel | IN | 04/2012 | 03/2017 |
| Unemployed | Carmel | IN | 03/2017 | 07/2018 |
| Amerilife Group / Ias | Clearwater | FL | 07/2018 | 08/2020 |
| Amerilife Benefits / Ias | Overland Park | KS | 03/2022 | Present |
AmeriLife Benefits investment related 4551 W. 107th St., Suite 310, Overland Park, KS 66207 Employee Benefits Insurance Agency President Market employee benefits, and retirement services to plan sponsors of 403(b) and 457 Plans 08/2018 160 hours/month 160 hours/month Lead the employee benefits business and strategic direction of the retirement services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S66 | Uniform Combined State Law Examination | 2002-11-09 |
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