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Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC
WHEATON, IL | Brighton, MI
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 | Nov 14, 2019 | n/a | yes | WHEATON, IL|Brighton, MI | Current employment |
| SPECIALIZED ADVISORS | Former SEC adviser | Mar 22, 2019 | Oct 12, 2019 | no | Brighton, MI|DALLAS, TX | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Jun 26, 2017 | Jan 24, 2019 | no | Brighton, MI|TUCSON, AZ | Previous registration |
| SIMPLYRIA ADVISOR NETWORK | Independent wealth | Mar 1, 2013 | Dec 3, 2014 | no | BRIGHTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPECIALIZED ADVISORS | BROOKSTONE CAPITAL MANAGEMENT LLC | Oct 12, 2019 | Nov 14, 2019 | 33 | Firm change | RIA to RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | SPECIALIZED ADVISORS | Jan 24, 2019 | Mar 22, 2019 | 57 | Firm change | RIA to new firm |
| SIMPLYRIA ADVISOR NETWORK | SECURE INVESTMENT MANAGEMENT, LLC | Dec 3, 2014 | Jun 26, 2017 | 936 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299308:141413:TX:2019-10-12 | Oct 12, 2019 | Nov 14, 2019 | DALLAS, TX | Firm change |
| 141195:299308:AZ:2019-01-24 | Jan 24, 2019 | Mar 22, 2019 | TUCSON, AZ | Firm change |