DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LAT WEALTH FINANCIAL ADVISORS
CLEARWATER, 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 |
|---|---|---|---|---|---|---|
| LAT WEALTH FINANCIAL ADVISORS | State registered | Sep 9, 2026 | n/a | yes | CLEARWATER, FL | Current employment |
| LAT WEALTH FINANCIAL ADVISORS | State registered | Sep 9, 2026 | n/a | yes | CLEARWATER, FL | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jul 22, 2025 | n/a | yes | Clearwater, FL | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jul 22, 2025 | Sep 15, 2026 | no | Tampa, FL|TAMPA, FL|Clearwater, FL | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Oct 10, 2023 | Jul 16, 2025 | no | Murfreesboro, TN|WHEATON, IL|Murfreesboro, TN | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Aug 30, 2023 | Oct 6, 2023 | no | MURFREESBORO, TN | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 11, 2020 | Aug 29, 2023 | no | Murfreesboro, TN|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | LAT WEALTH FINANCIAL ADVISORS | Sep 15, 2026 | Sep 9, 2026 | -6 | Firm change | Ibd to state RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | FLORIDA FINANCIAL ADVISORS, LLC | Jul 16, 2025 | Jul 22, 2025 | 6 | Firm change | RIA to ibd |
| HORNOR, TOWNSEND & KENT, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Oct 6, 2023 | Oct 10, 2023 | 4 | Firm change | Ibd to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | HORNOR, TOWNSEND & KENT, LLC | Aug 29, 2023 | Aug 30, 2023 | 1 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 4031:141413:TN:2023-10-06 | Oct 6, 2023 | Oct 10, 2023 | MURFREESBORO, TN | Firm change |
| 141413:4031:IL:2023-08-29 | Aug 29, 2023 | Aug 30, 2023 | WHEATON, IL | Firm change |