DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BROOKSTONE WEALTH ADVISORS, LLC
Bonita Springs, FL | WHEATON, IL | Lakewood Ranch, FL | Raleigh, NC | CAPE CORAL, FL | Greensboro, NC | Punta Gorda, FL
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 |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jan 21, 2022 | n/a | yes | Greensboro, NC|WHEATON, IL | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | May 1, 2017 | n/a | yes | CAPE CORAL, FL|WHEATON, IL|Bonita Springs, FL|Raleigh, NC|Punta Gorda, FL|Greensboro, NC|Lakewood Ranch, FL | Current employment |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | May 1, 2017 | Dec 31, 2021 | no | Raleigh, NC | Previous registration |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | Aug 14, 2014 | May 1, 2017 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE ASSET MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2021 | May 1, 2017 | -1,705 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153467:137658:NC:2021-12-31 | Dec 31, 2021 | May 1, 2017 | RALEIGH, NC | Firm change after gap |