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Advisor at BROOKSTONE WEALTH ADVISORS, LLC
WHEATON, IL | CHARLOTTE, NC | Charlotte, NC
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 14, 2022 | n/a | yes | CHARLOTTE, NC | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Feb 17, 2020 | n/a | yes | Charlotte, NC|WHEATON, IL | Current employment |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | Feb 7, 2020 | Dec 31, 2021 | no | CHARLOTTE, NC | Previous registration |
| CPR INVESTMENTS INC | Independent wealth | Feb 1, 2019 | Feb 6, 2020 | no | Charlotte, NC|ROCHESTER, MI | Previous registration |
| ALPHASTAR CAPITAL MANAGEMENT | Independent wealth | Jul 25, 2017 | Feb 27, 2019 | no | Charlotte, NC|CORNELIUS, NC | Previous registration |
| REDHAWK WEALTH ADVISORS, INC. | Independent wealth | Oct 6, 2016 | Jul 25, 2017 | no | Charlotte, NC|Charlotte, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE ASSET MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2021 | Feb 17, 2020 | -683 | Channel change | RIA to RIA |
| CPR INVESTMENTS INC | BROOKSTONE ASSET MANAGEMENT, LLC | Feb 6, 2020 | Feb 7, 2020 | 1 | Firm change | RIA to RIA |
| ALPHASTAR CAPITAL MANAGEMENT | CPR INVESTMENTS INC | Feb 27, 2019 | Feb 1, 2019 | -26 | Firm change | RIA to RIA |
| REDHAWK WEALTH ADVISORS, INC. | ALPHASTAR CAPITAL MANAGEMENT | Jul 25, 2017 | Jul 25, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153467:137658:NC:2021-12-31 | Dec 31, 2021 | Feb 17, 2020 | CHARLOTTE, NC | Firm change after gap |