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Advisor at AE WEALTH MANAGEMENT, LLC
Tallahassee, 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 |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 16, 2025 | n/a | yes | Tallahassee, FL | Current employment |
| GIBBS WEALTH MANAGEMENT, LLC | Independent wealth | Aug 31, 2022 | Dec 19, 2025 | no | ALPHARETTA, GA|Tallahassee, FL | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Oct 6, 2021 | Dec 9, 2021 | no | TALLAHASSEE, FL | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Aug 8, 2014 | Sep 8, 2022 | no | TALLAHASSEE, FL | Previous registration |
| ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC | Former SEC adviser | Sep 26, 2013 | Aug 6, 2014 | no | TALLAHASSEE, FL|PETALUMA, CA | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Dec 20, 2011 | Sep 3, 2013 | no | TALLAHASSEE, FL|ARDEN HILLS, MN | Previous registration |
| AMERICAN INVESTMENT SERVICES | Former SEC adviser | Jan 9, 2008 | Dec 20, 2011 | no | TALLAHASSEE, FL | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Dec 12, 2000 | Dec 31, 2002 | no | TALLAHASSEE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GIBBS WEALTH MANAGEMENT, LLC | AE WEALTH MANAGEMENT, LLC | Dec 19, 2025 | Jul 16, 2025 | -156 | Firm change after gap | RIA to ibd |
| BROOKSTONE WEALTH ADVISORS, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Sep 8, 2022 | Oct 6, 2021 | -337 | Firm change after gap | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | GIBBS WEALTH MANAGEMENT, LLC | Dec 9, 2021 | Aug 31, 2022 | 265 | Firm change | RIA to RIA |
| ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Aug 6, 2014 | Aug 8, 2014 | 2 | Firm change | Other |
| GRADIENT ADVISORS, LLC | ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC | Sep 3, 2013 | Sep 26, 2013 | 23 | Firm change | Other |
| AMERICAN INVESTMENT SERVICES | GRADIENT ADVISORS, LLC | Dec 20, 2011 | Dec 20, 2011 | 0 | Firm change | Other |
| AMERITAS ADVISORY SERVICES | AMERICAN INVESTMENT SERVICES | Dec 31, 2002 | Jan 9, 2008 | 1,835 | Firm change after gap | Other |