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Advisor at STONEBRIDGE WEALTH SYSTEMS LLC
KEARNEY, NE
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 |
|---|---|---|---|---|---|---|
| STONEBRIDGE WEALTH SYSTEMS LLC | Independent wealth | Oct 13, 2023 | n/a | yes | KEARNEY, NE | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Dec 23, 2019 | Nov 29, 2023 | no | KEARNEY, NE|LINCOLN, NE|GRAND ISLAND, NE | Previous registration |
| FORTITUDE ADVISORY GROUP L.L.C. | Independent wealth | Feb 23, 2012 | Aug 26, 2013 | no | GIG HARBOR, WA | Previous registration |
| SUMMIT ADVISOR SOLUTIONS | Former SEC adviser | Jan 25, 2012 | Feb 23, 2012 | no | DALLAS, TX | Previous registration |
| Sca | Former SEC adviser | Feb 17, 2011 | Dec 31, 2011 | no | KEARNEY, NE | Previous registration |
| J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC | Former SEC adviser | Nov 5, 2007 | Mar 3, 2011 | no | SUITE 4, NE | Previous registration |
| J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC | Former SEC adviser | Aug 9, 2007 | Nov 5, 2007 | no | KEARNEY, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | STONEBRIDGE WEALTH SYSTEMS LLC | Nov 29, 2023 | Oct 13, 2023 | -47 | Firm change after gap | Other |
| FORTITUDE ADVISORY GROUP L.L.C. | BROOKSTONE WEALTH ADVISORS, LLC | Aug 26, 2013 | Dec 23, 2019 | 2,310 | Firm change after gap | Other |
| SUMMIT ADVISOR SOLUTIONS | FORTITUDE ADVISORY GROUP L.L.C. | Feb 23, 2012 | Feb 23, 2012 | 0 | Firm change | Other |
| Sca | SUMMIT ADVISOR SOLUTIONS | Dec 31, 2011 | Jan 25, 2012 | 25 | Firm change | Other |
| J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC | Sca | Mar 3, 2011 | Feb 17, 2011 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137658:327894:NE:2023-11-29 | Nov 29, 2023 | Oct 13, 2023 | GRAND ISLAND, NE | Firm change after gap |