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 Doron Mehler
Feed of 09/15/2026
Also filed as David Doron Mehler
At current firm
3 y
since Jun 23, 2023
In the industry
18 y
since Apr 1, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Wealth Advisors, LLC no RAUM currentsince Jun 23, 2023 · Greensboro, Nc
- Brookstone Capital Management LLC independent RIAJun 23, 2023 to Jun 26, 2025 · Greensboro, Nc
- Advisory Services Network independent RIAOct 21, 2022 to Feb 24, 2023 · Greensboro, Nc
- Alphastar Capital Management independent RIASep 21, 2022 to Oct 19, 2022 · Cornelius, Nc
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Jun 29, 2018 · Winston Salem, Nc
- Msi Financial Services, Inc. formerMar 1, 2017 to Mar 25, 2017 · Winston-Salem, Nc
- Pruco Securities, LLC no RAUMJul 20, 2015 to Mar 24, 2017 · Greensboro, Nc
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Capital Management LLC to Brookstone Wealth Advisors, LLCleft Jun 26, 2025, registered Jun 23, 2023 (-734 days) · Other
- Advisory Services Network to Brookstone Capital Management LLCleft Feb 24, 2023, registered Jun 23, 2023 (119 days) · RIA to RIA
- Alphastar Capital Management to Advisory Services Networkleft Oct 19, 2022, registered Oct 21, 2022 (2 days) · RIA to RIA
- MML Investors Services, LLC to Alphastar Capital Managementleft Jun 29, 2018, registered Sep 21, 2022 (1545 days) · Affiliated broker-dealer or bank to independent RIA
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Pruco Securities, LLC to Msi Financial Services, Inc.left Mar 24, 2017, registered Mar 1, 2017 (-23 days) · Other
Signals
- David Doron Mehler left Brookstone Capital Management Llc for Brookstone Wealth Advisors, Llc (registered 2023-06-23)Jun 26, 2025 · Advisor changed firm · fact
- David Doron Mehler left Advisory Services Network for Brookstone Capital Management Llc (registered 2023-06-23)Feb 24, 2023 · Advisor changed firm · fact
- David Doron Mehler left Alphastar Capital Management for Advisory Services Network (registered 2022-10-21)Oct 19, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address