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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-05-12 |
| SC | RA | APPROVED | 2016-05-12 |
| PA | RA | APPROVED | 2013-11-11 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
665 Philadelphia Street, Suite 106, Indiana, PA 15701 • United States
121 N. Main St. Suite 101, Greensburg, PA 15601 • United States
144 Thomas Green Blvd. Suite 236, Clemson, SC 29631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Associates | Indiana | PA | 10/2001 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 11/2013 | Present |
1)CALVARY BAPTIST CHURCH & MINISTRIES, 665 Philadephia St., Suite 106, Indiana, pA 15701 BUSINESS MANAGER 80 HOURS A MONTH 2) NAME OF BUSINESS: COLLEGE FUNDING SOLUTIONS, 104 HERITAGE RUN RD., INDIANA, PA 3) Insurance INVESTMENT RELATED: NO ADDRESS: 104 HERITAGE RUN RD, INDIANA, PA 15901 NATURE OF BUSINESS: ASSIST FAMILIES WITH NON-SECURITY RELATED SERVICES ASSOCIATED WITH COLLEGE ADMISSION, COLLEGE AID AND COLLEGE CASH FLOW REQUIREMENTS. TITLE: 50% OWNER START: 1/23/06 HOURS PER MONTH: 10 HOURS DURING SECURITIES TRADING: 0 DUTIES: MEET WITH PARENTS, ASSIST WITH NON-SECURITY RELATED SERVICES ASSOCIATED WITH COLLEGE ADMISSION, COLLEGE AID AND COLLEGE CASH FLOW REQUIREMENTS. 3)NAME OF BUSINESS: THE R.L. GROUP LLC INVESTMENT RELATED: YES ADDRESS: 104 HERITAGE RUN ROAD, INDIANA, PA 15701 NATURE OF BUSINESS: INSURANCE AGENCY TITLE: OWNER START: 5/2006 HRS PER MONTH: MEET PERIODICALLY WITH AGENT IN CHARGE HRS DURING SECURITIES TRADING: 0 DUTIES: MEET WITH AGENT IN CHARGE TO MAKE SURE THE AGENCY IS FUNCTIONING PROPERLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-19 |
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