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Advisor at ADVISORY ALPHA, LLC
HOLLAND, MI | Naperville, IL
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 |
|---|---|---|---|---|---|---|
| ADVISORY ALPHA, LLC | Independent wealth | Aug 14, 2026 | n/a | yes | Naperville, IL|HOLLAND, MI | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Sep 11, 2024 | Aug 12, 2026 | no | Naperville, IL|WHEATON, IL | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 31, 2024 | Sep 6, 2024 | no | Naperville, IL|ARDEN HILLS, MN | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Nov 20, 2023 | Jul 9, 2024 | no | Naperville, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | ADVISORY ALPHA, LLC | Aug 12, 2026 | Aug 14, 2026 | 2 | Firm change | Other |
| GRADIENT ADVISORS, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Sep 6, 2024 | Sep 11, 2024 | 5 | Firm change | Other |
| AE WEALTH MANAGEMENT, LLC | GRADIENT ADVISORS, LLC | Jul 9, 2024 | Jul 31, 2024 | 22 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137658:158282:IL:2026-08-12 | Aug 12, 2026 | Aug 14, 2026 | WHEATON, IL | Firm change |
| 282580:152665:IL:2024-07-09 | Jul 9, 2024 | Jul 31, 2024 | NAPERVILLE, IL | Firm change |