DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BROOKSTONE WEALTH ADVISORS, LLC
WHEATON, IL | Largo, MD
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 |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jun 24, 2024 | n/a | yes | Largo, MD|WHEATON, IL | Current employment |
| VERITY ASSET MANAGEMENT | Independent wealth | Dec 20, 2019 | Mar 26, 2020 | no | Clinton, MD|DURHAM, NC | Previous registration |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | May 3, 2019 | Oct 24, 2019 | no | GLEN ALLEN, VA|Beltsville, MD | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Feb 22, 2019 | Mar 18, 2019 | no | North Bethesda, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERITY ASSET MANAGEMENT | BROOKSTONE WEALTH ADVISORS, LLC | Mar 26, 2020 | Jun 24, 2024 | 1,551 | Firm change after gap | Other |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | VERITY ASSET MANAGEMENT | Oct 24, 2019 | Dec 20, 2019 | 57 | Firm change | Other |
| PRUCO SECURITIES, LLC | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Mar 18, 2019 | May 3, 2019 | 46 | Firm change | Other |