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RIA / WealthAdvisor16 years in industry

WILLIAM JONATHAN SCOTT

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

BRENTWOOD, TN | WHEATON, IL | Brentwood, TN

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:8e235b1b-40f8-fe8c-1e86-0ae65e81bf6e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 11, 2011 to Sep 15, 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 CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Exams: S65
First exam: Mar 15, 2011
First registration: May 11, 2011
Dual registered: no
IAPD individual key: 5920445

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
KEYSTONE FINANCIAL RESOURCES, LLC	Independent wealth	Jun 10, 2026	n/a	yes	BRENTWOOD, TN	Current employment
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 7, 2026	n/a	yes	Brentwood, TN\|WHEATON, IL	Current employment
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Jan 4, 2013	Nov 13, 2017	no	BRENTWOOD, TN	Previous registration
INSTITUTE FOR WEALTH ADVISORS, INC.	Former SEC adviser	May 11, 2011	Dec 31, 2012	no	BRENTWOOD, TN\|DENVER, CO\|BRENTWOOD, TN	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
FIRST ADVISORS NATIONAL, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Nov 13, 2017	Jan 7, 2026	2,977	Firm change after gap	Other
INSTITUTE FOR WEALTH ADVISORS, INC.	FIRST ADVISORS NATIONAL, LLC	Dec 31, 2012	Jan 4, 2013	4	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
166212:141413:TN:2017-11-13	Nov 13, 2017	Jan 7, 2026	BRENTWOOD, TN	Firm change after gap

Relationships

Registered with (4)

→ KEYSTONE FINANCIAL RESOURCES, LLCRegistered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Jan 4, 2013 to Nov 13, 2017factForm ADV
→ INSTITUTE FOR WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
May 11, 2011 to Dec 31, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e235b1b-40f8-fe8c-1e86-0ae65e81bf6e
First observed: May 11, 2011
Last observed: Sep 15, 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.

WILLIAM JONATHAN SCOTT

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

BRENTWOOD, TN | WHEATON, IL | Brentwood, TN

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:8e235b1b-40f8-fe8c-1e86-0ae65e81bf6e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KEYSTONE FINANCIAL RESOURCES, LLC

Independent wealth

Jun 10, 2026

n/a

yes

BRENTWOOD, TN

Current employment

BROOKSTONE CAPITAL MANAGEMENT LLC

Independent wealth

Jan 7, 2026

n/a

yes

Brentwood, TN|WHEATON, IL

Current employment

FIRST ADVISORS NATIONAL, LLC

Independent wealth

Jan 4, 2013

Nov 13, 2017

BRENTWOOD, TN

Previous registration

INSTITUTE FOR WEALTH ADVISORS, INC.

Former SEC adviser

May 11, 2011

Dec 31, 2012

BRENTWOOD, TN|DENVER, CO|BRENTWOOD, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIRST ADVISORS NATIONAL, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Nov 13, 2017

Jan 7, 2026

2,977

Firm change after gap

Other

INSTITUTE FOR WEALTH ADVISORS, INC.

FIRST ADVISORS NATIONAL, LLC

Dec 31, 2012

Jan 4, 2013

Firm change

Other

Team

Left

Joined

From

Kind

166212:141413:TN:2017-11-13

Nov 13, 2017

Jan 7, 2026

BRENTWOOD, TN

Firm change after gap