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Advisor at ALDEN INVESTMENT GROUP
Plano, TX | WAYNE, PA
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 |
|---|---|---|---|---|---|---|
| ALDEN INVESTMENT GROUP | Independent wealth | Jan 3, 2024 | n/a | yes | Plano, TX|WAYNE, PA | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Apr 18, 2022 | Dec 31, 2023 | no | Plano, TX|WHEATON, IL|Plano, TX | Previous registration |
| ELEVATED CAPITAL ADVISORS, LLC | Independent wealth | Sep 9, 2019 | Apr 19, 2022 | no | Allen, TX|Tyler, TX|Plano, TX|DRAPER, UT|Allen, TX|Plano, TX | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | May 28, 2019 | Oct 7, 2019 | no | ARDEN HILLS, MN|Tulsa, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | ALDEN INVESTMENT GROUP | Dec 31, 2023 | Jan 3, 2024 | 3 | Firm change | Other |
| ELEVATED CAPITAL ADVISORS, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Apr 19, 2022 | Apr 18, 2022 | -1 | Firm change | RIA to RIA |
| GRADIENT ADVISORS, LLC | ELEVATED CAPITAL ADVISORS, LLC | Oct 7, 2019 | Sep 9, 2019 | -28 | Firm change | RIA to RIA |