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RIA / WealthAdvisor15 years in industry

KEVIN RANDALL EUGENE BERRY

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

CARY, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d781b73-31df-86b9-1822-a6f05a8ea994

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 2, 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: BROOKSTONE WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Exams: S65
First exam: Apr 9, 2013
First registration: May 2, 2013
Dual registered: no
IAPD individual key: 6188796

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
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 14, 2022	n/a	yes	CARY, NC	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jul 25, 2016	n/a	yes	CARY, NC	Current employment
BROOKSTONE ASSET MANAGEMENT, LLC	Asset manager	Jul 25, 2016	Dec 31, 2021	no	Raleigh, NC	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Nov 3, 2014	Jul 5, 2016	no	SOUTH WINDSOR, CT	Previous registration
PROSPERITY CAPITAL GROUP, INC.	n/a	May 2, 2013	Jun 30, 2016	no	RALEIGH, NC	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 ASSET MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Dec 31, 2021	Jul 25, 2016	-1,985	Channel change	Other
FREEDOM INVESTMENT MANAGEMENT, INC.	BROOKSTONE ASSET MANAGEMENT, LLC	Jul 5, 2016	Jul 25, 2016	20	Firm change	Other
PROSPERITY CAPITAL GROUP, INC.	FREEDOM INVESTMENT MANAGEMENT, INC.	Jun 30, 2016	Nov 3, 2014	-605	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153467:137658:NC:2021-12-31	Dec 31, 2021	Jul 25, 2016	RALEIGH, NC	Firm change after gap

Relationships

Registered with (5)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 14, 2022 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 25, 2016 to presentfactForm ADV
→ BROOKSTONE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 25, 2016 to Dec 31, 2021factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 3, 2014 to Jul 5, 2016factForm ADV
→ PROSPERITY CAPITAL GROUP, INC.Registered adviserregistration: previous registration
May 2, 2013 to Jun 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d781b73-31df-86b9-1822-a6f05a8ea994
First observed: May 2, 2013
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEVIN RANDALL EUGENE BERRY

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

CARY, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d781b73-31df-86b9-1822-a6f05a8ea994

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BROOKSTONE CAPITAL MANAGEMENT LLC

Independent wealth

Jan 14, 2022

n/a

yes

CARY, NC

Current employment

BROOKSTONE WEALTH ADVISORS, LLC

No RAUM reported

Jul 25, 2016

n/a

yes

CARY, NC

Current employment

BROOKSTONE ASSET MANAGEMENT, LLC

Asset manager

Jul 25, 2016

Dec 31, 2021

Raleigh, NC

Previous registration

FREEDOM INVESTMENT MANAGEMENT, INC.

Independent wealth

Nov 3, 2014

Jul 5, 2016

SOUTH WINDSOR, CT

Previous registration

PROSPERITY CAPITAL GROUP, INC.

n/a

May 2, 2013

Jun 30, 2016

RALEIGH, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BROOKSTONE ASSET MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

Dec 31, 2021

Jul 25, 2016

-1,985

Channel change

Other

FREEDOM INVESTMENT MANAGEMENT, INC.

BROOKSTONE ASSET MANAGEMENT, LLC

Jul 5, 2016

Jul 25, 2016

Firm change

Other

PROSPERITY CAPITAL GROUP, INC.

FREEDOM INVESTMENT MANAGEMENT, INC.

Jun 30, 2016

Nov 3, 2014

-605

Firm change after gap

Other

Team

Left

Joined

From

Kind

153467:137658:NC:2021-12-31

Dec 31, 2021

Jul 25, 2016

RALEIGH, NC

Firm change after gap