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RIA / WealthAdvisor17 years in industry

CHARLES HALBERT DINGMAN

Advisor at INSIGHT FOLIOS

CHARLOTTE, NC | Bozeman, MT

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:c3ed73e2-fa27-a063-c02b-d63c3a22c705

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2014 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: INSIGHT FOLIOS
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: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: May 12, 2010
First registration: Dec 19, 2014
Dual registered: no
Other names: CHARLES HALBERT DINGMAN|Charlie Dingman
IAPD individual key: 5706747

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
INSIGHT FOLIOS	Independent wealth	Apr 3, 2023	n/a	yes	CHARLOTTE, NC\|Bozeman, MT	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jul 12, 2017	Jan 26, 2024	no	BOZEMAN, MT\|Bozeman, MT\|Bozeman, MT\|WHEATON, IL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 8, 2016	Jul 6, 2017	no	BOZEMAN, MT	Previous registration
FOOTHILL SECURITIES, INC.	Former SEC adviser	Dec 19, 2014	Dec 8, 2016	no	PHOENIX, AZ\|Bozeman, MT\|Santa Clara, CA\|SANTA CLARA, CA	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 WEALTH ADVISORS, LLC	INSIGHT FOLIOS	Jan 26, 2024	Apr 3, 2023	-298	Firm change after gap	Other
SECURITIES AMERICA ADVISORS, INC.	BROOKSTONE WEALTH ADVISORS, LLC	Jul 6, 2017	Jul 12, 2017	6	Firm change	Other
FOOTHILL SECURITIES, INC.	SECURITIES AMERICA ADVISORS, INC.	Dec 8, 2016	Dec 8, 2016	0	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
1027:110518:CA:2016-12-07	Dec 8, 2016	Dec 8, 2016	SANTA CLARA, CA	Firm change

Relationships

Registered with (4)

→ INSIGHT FOLIOSRegistered adviserregistration: current employment
Apr 3, 2023 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2017 to Jan 26, 2024factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 8, 2016 to Jul 6, 2017factForm ADV
→ FOOTHILL SECURITIES, INC.Registered adviserregistration: previous registration
Dec 19, 2014 to Dec 8, 2016factForm ADV

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
Charles Halbert Dingman left Brookstone Wealth Advisors, Llc for Insight Folios (registered 2023-04-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3ed73e2-fa27-a063-c02b-d63c3a22c705
First observed: Dec 19, 2014
Last observed: Sep 14, 2026 7 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.

CHARLES HALBERT DINGMAN

Advisor at INSIGHT FOLIOS

CHARLOTTE, NC | Bozeman, MT

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:c3ed73e2-fa27-a063-c02b-d63c3a22c705

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INSIGHT FOLIOS

Independent wealth

Apr 3, 2023

n/a

yes

CHARLOTTE, NC|Bozeman, MT

Current employment

BROOKSTONE WEALTH ADVISORS, LLC

No RAUM reported

Jul 12, 2017

Jan 26, 2024

BOZEMAN, MT|Bozeman, MT|Bozeman, MT|WHEATON, IL

Previous registration

SECURITIES AMERICA ADVISORS, INC.

Former SEC adviser

Dec 8, 2016

Jul 6, 2017

BOZEMAN, MT

Previous registration

FOOTHILL SECURITIES, INC.

Former SEC adviser

Dec 19, 2014

Dec 8, 2016

PHOENIX, AZ|Bozeman, MT|Santa Clara, CA|SANTA CLARA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BROOKSTONE WEALTH ADVISORS, LLC

INSIGHT FOLIOS

Jan 26, 2024

Apr 3, 2023

-298

Firm change after gap

Other

SECURITIES AMERICA ADVISORS, INC.

BROOKSTONE WEALTH ADVISORS, LLC

Jul 6, 2017

Jul 12, 2017

Firm change

Other

FOOTHILL SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

Dec 8, 2016

Firm change

Other

Team

Left

Joined

From

Kind

1027:110518:CA:2016-12-07

Dec 8, 2016

SANTA CLARA, CA

Firm change