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

Wesley Dean Burdette

Brookstone Wealth Advisors, LLCno RAUMNaples, Fl IA-onlyIAPD 4537505

Feed of 09/15/2026

Also filed as Dean Burdette

At current firm

0 y

since Jan 7, 2026

In the industry

24 y

since Sep 5, 2002 (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 Jan 7, 2026 · Naples, Fl
Impact Partnership Wealth, LLC independent RIA
Oct 25, 2023 to Jan 24, 2024 · Marietta, Ga
Ae Wealth Management, LLC BD affiliated
Jan 4, 2023 to Sep 28, 2023 · Naples, Fl
Madison Avenue Securities, LLC BD affiliated
Oct 24, 2018 to Dec 31, 2022 · San Diego, Ca
Grace Capital Management, LLC unclassified
Jun 9, 2015 to Sep 25, 2018 · Fort Myers, Fl

Moves

a registration end followed by a registration begin elsewhere

Impact Partnership Wealth, LLC to Brookstone Wealth Advisors, LLC
left Jan 24, 2024, registered Jan 7, 2026 (714 days) · Other
Ae Wealth Management, LLC to Impact Partnership Wealth, LLC
left Sep 28, 2023, registered Oct 25, 2023 (27 days) · Affiliated broker-dealer or bank to independent RIA
Madison Avenue Securities, LLC to Ae Wealth Management, LLC
left Dec 31, 2022, registered Jan 4, 2023 (4 days) · Affiliated broker-dealer or bank to another · moved with a team
Grace Capital Management, LLC to Madison Avenue Securities, LLC
left Sep 25, 2018, registered Oct 24, 2018 (29 days) · Other

Signals

Wesley Dean Burdette left Impact Partnership Wealth, Llc for Brookstone Wealth Advisors, Llc (registered 2026-01-07)
Jan 24, 2024 · Advisor changed firm · fact
Wesley Dean Burdette left Ae Wealth Management, Llc for Impact Partnership Wealth, Llc (registered 2023-10-25)
Sep 28, 2023 · Advisor changed firm · fact
Wesley Dean Burdette left Madison Avenue Securities, Llc for Ae Wealth Management, Llc (registered 2023-01-04)
Dec 31, 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address