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

David Kevin Seitzer

Brookstone Wealth Advisors, LLCno RAUMLittleton, Co IA-onlyIAPD 4163570

Feed of 09/15/2026

Also filed as David K. Seitzer

At current firm

0 y

since Feb 2, 2026

In the industry

26 y

since Apr 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Brookstone Wealth Advisors, LLC no RAUM current
since Feb 2, 2026 · Littleton, Co
Rooted Wealth Advisors independent RIA
Oct 27, 2025 to Jan 26, 2026 · Denver, Co
Brookstone Wealth Advisors, LLC no RAUM
Feb 9, 2023 to Oct 17, 2025 · Littleton, Co
Foundations Investment Advisors LLC independent RIA
Aug 1, 2022 to Nov 17, 2022 · Travelers Rest, Sc
Alloy Investment Management state registered
Jul 26, 2022 to Oct 27, 2022 · Greenville, Sc
Simplicity Wealth mixed wealth
Oct 14, 2020 to Apr 19, 2021 · Apollo Beach, Fl
Center Street Advisors, Inc. former
Dec 14, 2018 to Sep 28, 2020 · St Peters, Mo
Alphastar Capital Management independent RIA
Jun 18, 2015 to Dec 14, 2018 · St. Louis, Mo
Center Street Advisors, Inc. former
Apr 2, 2015 to Jun 10, 2015 · St Charles, Mo
Alphastar Capital Management independent RIA
Jul 3, 2013 to Apr 2, 2015 · St. Charles, Mo

Moves

a registration end followed by a registration begin elsewhere

Rooted Wealth Advisors to Brookstone Wealth Advisors, LLC
left Jan 26, 2026, registered Feb 2, 2026 (7 days) · Other
Brookstone Wealth Advisors, LLC to Rooted Wealth Advisors
left Oct 17, 2025, registered Oct 27, 2025 (10 days) · Other
Foundations Investment Advisors LLC to Brookstone Wealth Advisors, LLC
left Nov 17, 2022, registered Feb 9, 2023 (84 days) · RIA to RIA
Alloy Investment Management to Foundations Investment Advisors LLC
left Oct 27, 2022, registered Aug 1, 2022 (-87 days) · Other
Simplicity Wealth to Alloy Investment Management
left Apr 19, 2021, registered Jul 26, 2022 (463 days) · RIA to a state-registered adviser
Center Street Advisors, Inc. to Simplicity Wealth
left Sep 28, 2020, registered Oct 14, 2020 (16 days) · RIA to RIA
Alphastar Capital Management to Center Street Advisors, Inc.
left Dec 14, 2018, registered Dec 14, 2018 (0 days) · RIA to affiliated broker-dealer or bank
Center Street Advisors, Inc. to Alphastar Capital Management
left Jun 10, 2015, registered Jun 18, 2015 (8 days) · Other
Alphastar Capital Management to Center Street Advisors, Inc.
left Apr 2, 2015, registered Apr 2, 2015 (0 days) · Other · moved with a team

Signals

David Kevin Seitzer left Rooted Wealth Advisors for Brookstone Wealth Advisors, Llc (registered 2026-02-02)
Jan 26, 2026 · Advisor changed firm · fact
David Kevin Seitzer left Brookstone Wealth Advisors, Llc for Rooted Wealth Advisors (registered 2025-10-27)
Oct 17, 2025 · Advisor changed firm · fact
David Kevin Seitzer left Foundations Investment Advisors Llc for Brookstone Wealth Advisors, Llc (registered 2023-02-09)
Nov 17, 2022 · Advisor changed firm · fact
David Kevin Seitzer left Alloy Investment Management for Foundations Investment Advisors Llc (registered 2022-08-01)
Oct 27, 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: No RAUM reportedderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address