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
Kevin Randall Eugene Berry
Feed of 09/14/2026
At current firm
10 y
since Jul 25, 2016
In the industry
15 y
since Oct 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Capital Management LLC independent RIA currentsince Jan 14, 2022 · Cary, Nc
- Brookstone Wealth Advisors, LLC no RAUM currentsince Jul 25, 2016 · Cary, Nc
- Brookstone Asset Management, LLC asset managerJul 25, 2016 to Dec 31, 2021 · Raleigh, Nc
- Freedom Investment Management, Inc. independent RIANov 3, 2014 to Jul 5, 2016 · South Windsor, Ct
- Prosperity Capital Group, Inc. unclassifiedMay 2, 2013 to Jun 30, 2016 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Asset Management, LLC to Brookstone Wealth Advisors, LLCleft Dec 31, 2021, registered Jul 25, 2016 (-1985 days) · channel change inside one enterprise, not a move · moved with a team
- Freedom Investment Management, Inc. to Brookstone Asset Management, LLCleft Jul 5, 2016, registered Jul 25, 2016 (20 days) · Other
- Prosperity Capital Group, Inc. to Freedom Investment Management, Inc.left Jun 30, 2016, registered Nov 3, 2014 (-605 days) · Other
Signals
No dated event on this person.
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address