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Advisor at BROOKSTONE WEALTH ADVISORS, LLC
WHEATON, IL | Raleigh, NC
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 CAPITAL MANAGEMENT LLC | Independent wealth | Feb 4, 2022 | n/a | yes | WHEATON, IL|Raleigh, NC | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | May 10, 2016 | n/a | yes | WHEATON, IL|Raleigh, NC | Current employment |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | May 10, 2016 | Dec 31, 2021 | no | Raleigh, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE ASSET MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2021 | May 10, 2016 | -2,061 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153467:137658:NC:2021-12-31 | Dec 31, 2021 | May 10, 2016 | RALEIGH, NC | Firm change after gap |