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.

Current firm

BROOKSTONE WEALTH ADVISORS, LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65

First exam

Jan 11, 2024

First registration

Feb 20, 2024

Dual registered

no

IAPD individual key

7876873

• Occurred

  Jun 13, 2025
  Advisor changed firm

  James Harvey Beatty left Shankland Financial Advisors, Llc for Brookstone Wealth Advisors, Llc (registered 2025-07-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:409be134-4954-99ac-e922-73b674f49b99

First observed

Feb 20, 2024

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.