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Advisor at RS CRUM INC.
NEWPORT BEACH, CA
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 |
|---|---|---|---|---|---|---|
| RS CRUM INC. | Independent wealth | Jul 25, 2024 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | Dec 23, 2019 | Dec 31, 2021 | no | COSTA MESA, CA | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Dec 23, 2019 | Mar 7, 2022 | no | COSTA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | RS CRUM INC. | Mar 7, 2022 | Jul 25, 2024 | 871 | Firm change after gap | RIA to RIA |
| BROOKSTONE ASSET MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2021 | Dec 23, 2019 | -739 | Channel change | RIA to RIA |