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Advisor at BROOKSTONE WEALTH ADVISORS, LLC
Scottsdale, AZ | WHEATON, IL
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 | Oct 6, 2015 | n/a | yes | WHEATON, IL|Scottsdale, AZ | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Jan 7, 2013 | Aug 24, 2015 | no | FORT WORTH, TX|PLANO, TX|SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| ALPHA FIDUCIARY | Independent wealth | May 9, 2011 | Sep 24, 2012 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | BROOKSTONE WEALTH ADVISORS, LLC | Aug 24, 2015 | Oct 6, 2015 | 43 | Firm change | Other |
| ALPHA FIDUCIARY | RETIREMENT PLANNERS OF AMERICA | Sep 24, 2012 | Jan 7, 2013 | 105 | Firm change | Other |