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RIA / WealthAdvisor34 years in industry

JOHN MICHAEL CONVERY

Advisor at RETIREMENT CAPITAL ADVISORS

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:7708f6f4-3c6d-3c52-8c96-b3ca6aee3757

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 12, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RETIREMENT CAPITAL ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Apr 30, 2011
First registration: Mar 12, 2013
Dual registered: no
IAPD individual key: 1394717

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RETIREMENT CAPITAL ADVISORS	State registered	Apr 13, 2026	n/a	yes	WEST PALM BEACH, FL	Current employment
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Oct 6, 2021	Jul 11, 2022	no	West Palm Beach, FL	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Dec 13, 2017	Jul 11, 2022	no	WEST PALM BEACH, FL	Previous registration
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION	Former SEC adviser	Dec 11, 2015	Feb 2, 2017	no	West Palm Beach, FL\|HIGHLANDS RANCH, CO	Previous registration
DYNASTY CAPITAL MANAGEMENT, INC	n/a	Mar 12, 2013	Dec 31, 2015	no	WEST PALM BEACH, FL\|ENGLEWOOD, CO\|WEST PALM BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE WEALTH ADVISORS, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Jul 11, 2022	Oct 6, 2021	-278	Firm change after gap	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	RETIREMENT CAPITAL ADVISORS	Jul 11, 2022	Apr 13, 2026	1,372	Firm change after gap	RIA to state RIA
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION	BROOKSTONE WEALTH ADVISORS, LLC	Feb 2, 2017	Dec 13, 2017	314	Firm change	Other
DYNASTY CAPITAL MANAGEMENT, INC	NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION	Dec 31, 2015	Dec 11, 2015	-20	Firm change	Other

Relationships

Registered with (5)

→ RETIREMENT CAPITAL ADVISORSRegistered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 13, 2017 to Jul 11, 2022factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 6, 2021 to Jul 11, 2022factForm ADV
→ NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Dec 11, 2015 to Feb 2, 2017factForm ADV
→ DYNASTY CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Mar 12, 2013 to Dec 31, 2015factForm ADV

Dated events

Occurred
Jul 11, 2022
Advisor changed firm
John Michael Convery left Brookstone Capital Management Llc for Retirement Capital Advisors (registered 2026-04-13)
Form ADVobserved 6 days ago
Occurred
Jul 11, 2022
Advisor changed firm
John Michael Convery left Brookstone Wealth Advisors, Llc for Brookstone Capital Management Llc (registered 2021-10-06)
Form ADVobserved 6 days ago