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
Benjamin Latroy Robinson
Feed of 09/15/2026
At current firm
1 y
since Jul 28, 2025
In the industry
18 y
since Jan 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Elevation Point Wealth Partners, LLC independent RIA currentsince Jul 28, 2025 · Lafayette, La
- Brookstone Capital Management LLC independent RIAJun 19, 2018 to Jul 24, 2025 · Opelousas, La
- Oneamerica Securities, Inc. BD affiliatedMar 23, 2011 to Jun 28, 2018 · Baton Rouge, La
- LPL Financial LLC BD affiliatedJan 10, 2008 to Aug 12, 2009 · Lafayette, La
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Capital Management LLC to Elevation Point Wealth Partners, LLCleft Jul 24, 2025, registered Jul 28, 2025 (4 days) · RIA to RIA
- Oneamerica Securities, Inc. to Brookstone Capital Management LLCleft Jun 28, 2018, registered Jun 19, 2018 (-9 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Oneamerica Securities, Inc.left Aug 12, 2009, registered Mar 23, 2011 (588 days) · Other
Signals
- Benjamin Latroy Robinson left Brookstone Capital Management Llc for Elevation Point Wealth Partners, Llc (registered 2025-07-28)Jul 24, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address