DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BROOKSTONE WEALTH ADVISORS, LLC
LONGWOOD, FL | ST. AUGUSTINE, FL | THE VILLAGES, FL | WHEATON, IL | Tulsa, OK | SAN JUAN, PR | PALM COAST, 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 |
|---|---|---|---|---|---|---|
| TALON LLC | Independent wealth | Jan 4, 2021 | n/a | yes | SAN JUAN, PR | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Sep 18, 2015 | n/a | yes | THE VILLAGES, FL|PALM COAST, FL|ST. AUGUSTINE, FL|LONGWOOD, FL|WHEATON, IL|Tulsa, OK | Current employment |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Aug 9, 2004 | Sep 28, 2015 | no | VIRGINIA BEACH, VA | Previous registration |
| FINANCIAL SECURITY ADVISORY INC | Independent wealth | May 23, 2001 | Jul 13, 2004 | no | VA BEACH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ON INVESTMENT MANAGEMENT CO | BROOKSTONE WEALTH ADVISORS, LLC | Sep 28, 2015 | Sep 18, 2015 | -10 | Firm change | Other |
| FINANCIAL SECURITY ADVISORY INC | ON INVESTMENT MANAGEMENT CO | Jul 13, 2004 | Aug 9, 2004 | 27 | Firm change | Other |