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Advisor at ELEVATION POINT WEALTH PARTNERS, LLC
DENVER, CO | Lafayette, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Jul 28, 2025 | n/a | yes | Lafayette, LA|DENVER, CO | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 19, 2018 | Jul 24, 2025 | no | Opelousas, LA|Lafayette, LA|WHEATON, IL | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Mar 23, 2011 | Jun 28, 2018 | no | BATON ROUGE, LA|LAFAYETTE, LA|BATON ROUGE, LA|Lafayette, LA|BATON ROUGE, LA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 10, 2008 | Aug 12, 2009 | no | LAFAYETTE, LA|BATON ROUGE, LA|LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | ELEVATION POINT WEALTH PARTNERS, LLC | Jul 24, 2025 | Jul 28, 2025 | 4 | Firm change | RIA to RIA |
| ONEAMERICA SECURITIES, INC. | BROOKSTONE CAPITAL MANAGEMENT LLC | Jun 28, 2018 | Jun 19, 2018 | -9 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | ONEAMERICA SECURITIES, INC. | Aug 12, 2009 | Mar 23, 2011 | 588 | Firm change after gap | Other |