DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mary Elaine Lanterman

El Camino Real Financial Advisorsstate registeredIndio, Ca IA-onlyIAPD 2976407

Feed of 09/15/2026

Also filed as Mary Elaine Romero

At current firm

0 y

since Aug 13, 2026

In the industry

28 y

since Feb 9, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

El Camino Real Financial Advisors state registered current
since Aug 13, 2026 · Santa Teresa, Nm
Gradient Advisors, LLC independent RIA
Feb 26, 2026 to Jun 22, 2026 · Arden Hills, Mn
Brookstone Capital Management LLC independent RIA
Feb 2, 2023 to Feb 26, 2026 · Wheaton, Il
El Camino Real Financial Advisors state registered
Dec 12, 2017 to Dec 8, 2022 · Santa Teresa, Nm
Secure Investment Management, LLC independent RIA
May 11, 2015 to Feb 24, 2017 · Palm Springs, Ca
El Camino Real Financial Advisors state registered
Aug 8, 2011 to Dec 31, 2014 · Palm Springs, Ca

Moves

a registration end followed by a registration begin elsewhere

Gradient Advisors, LLC to El Camino Real Financial Advisors
left Jun 22, 2026, registered Aug 13, 2026 (52 days) · RIA to a state-registered adviser
Brookstone Capital Management LLC to Gradient Advisors, LLC
left Feb 26, 2026, registered Feb 26, 2026 (0 days) · RIA to RIA
El Camino Real Financial Advisors to Brookstone Capital Management LLC
left Dec 8, 2022, registered Feb 2, 2023 (56 days) · Other
Secure Investment Management, LLC to El Camino Real Financial Advisors
left Feb 24, 2017, registered Dec 12, 2017 (291 days) · Other
El Camino Real Financial Advisors to Secure Investment Management, LLC
left Dec 31, 2014, registered May 11, 2015 (131 days) · Other

Signals

Mary Elaine Lanterman left Gradient Advisors, Llc for El Camino Real Financial Advisors (registered 2026-08-13)
Jun 22, 2026 · Advisor changed firm · fact
Mary Elaine Lanterman left Brookstone Capital Management Llc for Gradient Advisors, Llc (registered 2026-02-26)
Feb 26, 2026 · Advisor changed firm · fact
Mary Elaine Lanterman left El Camino Real Financial Advisors for Brookstone Capital Management Llc (registered 2023-02-02)
Dec 8, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address