DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPITAL ANALYSTS
Naples, FL | Fort Myers, 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 |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | Bd affiliated wealth | Dec 16, 2022 | n/a | yes | Fort Myers, FL | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Nov 29, 2022 | n/a | yes | Naples, FL|Fort Myers, FL | Current employment |
| VERTIS WEALTH, LLC | Independent wealth | Feb 26, 2021 | Oct 13, 2022 | no | FORT MYERS, FL|CHICAGO, IL | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Oct 2, 2015 | Oct 17, 2016 | no | Panama City, FL|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERTIS WEALTH, LLC | LINCOLN INVESTMENT | Oct 13, 2022 | Nov 29, 2022 | 47 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | VERTIS WEALTH, LLC | Oct 17, 2016 | Feb 26, 2021 | 1,593 | Firm change after gap | Other |