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.

Advisor moves

Departures from Brookstone Wealth Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Wesley Michael WhiteBrookstone Wealth Advisors, LLC no RAUMBrookstone Asset Management, LLC otherOtherSep 9, 2026Jan 28, 2015
Austin Taylor KobilkaBrookstone Wealth Advisors, LLC no RAUMBrookstone Capital Management LLC independent RIAOtherSep 9, 2026Jan 14, 2022
Philip Thomas PurpuraBrookstone Wealth Advisors, LLC no RAUMMayflower Advisors mixed wealthOtherAug 31, 2026Aug 31, 2026
Adam Nidal NaserBrookstone Wealth Advisors, LLC no RAUMAdvisory Alpha, LLC independent RIAOtherAug 12, 2026Aug 14, 2026
Ryan Christian O'ConnorBrookstone Wealth Advisors, LLC no RAUMAdvisory Alpha, LLC independent RIAOtherAug 12, 2026Aug 14, 2026
Jeremy Guy HudsonBrookstone Wealth Advisors, LLC no RAUMGolden Reserve Retirement, LLC independent RIAOtherAug 10, 2026Sep 14, 2026 (35 d)
Colin Joseph FitzpatrickBrookstone Wealth Advisors, LLC no RAUMAe Wealth Management, LLC BD affiliatedOtherAug 3, 2026Aug 24, 2026
Antonio Michael FilipponeBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth mixed wealthOtherJul 6, 2026Jul 7, 2026
Harry Redmond GreeneBrookstone Wealth Advisors, LLC no RAUMAltitude Capital Management LLC independent RIAOtherMay 8, 2026Mar 11, 2026
John Louis LombardoBrookstone Wealth Advisors, LLC no RAUMEsi Financial Advisors independent RIAOtherApr 22, 2026May 15, 2026
Matthew K CarrierBrookstone Wealth Advisors, LLC no RAUMCompass Financial Management LLC independent RIAOtherApr 14, 2026Mar 17, 2026
Robert CrucesBrookstone Wealth Advisors, LLC no RAUMM&A Wealth state registeredOtherApr 13, 2026Mar 31, 2026
Matthew Aaron StewartBrookstone Wealth Advisors, LLC no RAUMAe Wealth Management, LLC BD affiliatedOtherApr 10, 2026May 1, 2026
Jimmy Louis HernandezBrookstone Wealth Advisors, LLC no RAUMSherpa Wealth Management LLC state registeredOtherMar 27, 2026Mar 19, 2026
Anthony Louis FontanaBrookstone Wealth Advisors, LLC no RAUMGradient Advisors, LLC independent RIAOtherMar 27, 2026Mar 27, 2026
Christa IrwinBrookstone Wealth Advisors, LLC no RAUMCompass Financial Management LLC independent RIAOtherMar 24, 2026Apr 14, 2026
Paul YoonBrookstone Wealth Advisors, LLC no RAUMTucker Asset Management LLC independent RIAOtherFeb 23, 2026Feb 24, 2026
Todd William ManningBrookstone Wealth Advisors, LLC no RAUMLPL Enterprise, LLC BD affiliatedOtherFeb 17, 2026Apr 7, 2026 (49 d)
Aaron Thell WilliamsBrookstone Wealth Advisors, LLC no RAUMLifeworks Advisors, LLC independent RIAOtherJan 26, 2026Feb 4, 2026
Richard NevinsBrookstone Wealth Advisors, LLC no RAUMVirtue Capital Management, LLC independent RIAOtherDec 16, 2025Dec 15, 2025
Eric Vaughn CravenBrookstone Wealth Advisors, LLC no RAUMAlphastar Capital Management independent RIAOtherDec 2, 2025Dec 2, 2025
Jason Mark WeckelBrookstone Wealth Advisors, LLC no RAUMAlphastar Capital Management independent RIAOtherDec 2, 2025Dec 2, 2025
Stanley Daniel StanekBrookstone Wealth Advisors, LLC no RAUMSequent Planning, LLC independent RIAOtherDec 2, 2025Feb 11, 2026 (71 d)
Robert Kenneth LeatherwoodBrookstone Wealth Advisors, LLC no RAUMAlphastar Capital Management independent RIAOtherDec 2, 2025Dec 2, 2025
Bridges Steven CoffeyBrookstone Wealth Advisors, LLC no RAUMFlorida Financial Advisors, LLC BD affiliatedOtherNov 7, 2025Nov 26, 2025
David Michael NuckolsBrookstone Wealth Advisors, LLC no RAUMWinnacle Wealth, LLC independent RIAOtherOct 21, 2025Jan 20, 2022
David Kevin SeitzerBrookstone Wealth Advisors, LLC no RAUMRooted Wealth Advisors independent RIAOtherOct 17, 2025Oct 27, 2025
Gary KnodeBrookstone Wealth Advisors, LLC no RAUMAe Wealth Management, LLC BD affiliatedOtherOct 16, 2025Oct 16, 2025
Christopher John LesterBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth mixed wealthOtherAug 15, 2025Aug 21, 2025
Keith Brandon LesterBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth mixed wealthOtherAug 15, 2025Sep 9, 2025
Katelyn ErchickBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth mixed wealthOtherAug 15, 2025Aug 20, 2025
Kelson Rhys BrunelleBrookstone Wealth Advisors, LLC no RAUMAmerity Wealth Management, LLC independent RIAOtherJul 24, 2025Jul 27, 2026 (368 d)
Robert Lynn HallBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherJul 21, 2025Jul 21, 2025
Keith Rufus LambBrookstone Wealth Advisors, LLC no RAUMPortfolio Medics, LLC independent RIAOtherJul 1, 2025Jul 2, 2025
Patrick B. MilesBrookstone Wealth Advisors, LLC no RAUMTriad Wealth Partners, LLC independent RIAOtherJul 1, 2025Feb 25, 2025
Nancy Lee BartolameolliBrookstone Wealth Advisors, LLC no RAUMVirtue Capital Management, LLC independent RIAOtherJun 26, 2025Jul 1, 2025
Tamie BallBrookstone Wealth Advisors, LLC no RAUMXypn Sapphire independent RIAOtherJun 6, 2025May 22, 2025
Chad William GolsethBrookstone Wealth Advisors, LLC no RAUMTriad Wealth Partners, LLC independent RIAOtherMay 29, 2025Feb 25, 2025
Jacob Merrill GolsethBrookstone Wealth Advisors, LLC no RAUMTriad Wealth Partners, LLC independent RIAOtherMay 29, 2025Feb 25, 2025
Hamid R ClarkBrookstone Wealth Advisors, LLC no RAUMSequent Planning, LLC independent RIAOtherMay 7, 2025Dec 5, 2025 (212 d)
Mark Gordon HuhtaBrookstone Wealth Advisors, LLC no RAUMDesert Rose Capital Management, Inc. independent RIAOtherApr 7, 2025Apr 2, 2025
Larry Mckinley HalesBrookstone Wealth Advisors, LLC no RAUMAdvisor Share Wealth Management, LLC independent RIAOtherMar 12, 2025Jul 3, 2025 (113 d)
Kimsey Allen HollifieldBrookstone Wealth Advisors, LLC no RAUMHfg Capital state registeredOtherFeb 28, 2025Mar 17, 2025
Jeremy Craig StoryBrookstone Wealth Advisors, LLC no RAUMHfg Capital state registeredOtherFeb 28, 2025Jul 25, 2025 (147 d)
Joel Lee NorthamBrookstone Wealth Advisors, LLC no RAUMGolden Reserve Retirement, LLC independent RIAOtherFeb 14, 2025Mar 12, 2025
Andre Obrian HarrielalBrookstone Wealth Advisors, LLC no RAUMAltitude Capital Management LLC independent RIAOtherJan 22, 2025Jan 12, 2026 (355 d)
Matthew Austin GlassBrookstone Wealth Advisors, LLC no RAUMAltitude Capital Management LLC no RAUMOtherJan 2, 2025Jan 2, 2025
Jamie Lyn PeakBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherOct 7, 2024Oct 3, 2024
Travis Patrick ShepherdBrookstone Wealth Advisors, LLC no RAUMProstatis Financial Advisors Group independent RIAOtherOct 1, 2024Oct 21, 2024
Ricky Granger HughesBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 23, 2024Sep 23, 2024
Rick Dale HughesBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 18, 2024Sep 18, 2024
Gary James SiposBrookstone Wealth Advisors, LLC no RAUMAdvisor Share Wealth Management, LLC independent RIAOtherSep 16, 2024Jan 1, 2025 (107 d)
Jeremiah Keith NolenBrookstone Wealth Advisors, LLC no RAUMNext Phase Advisors state registeredOtherSep 13, 2024Sep 13, 2024
Nathan L ClarkBrookstone Wealth Advisors, LLC no RAUMAlphastar Capital Management independent RIAOtherAug 23, 2024Aug 29, 2024
David Clifford HallBrookstone Wealth Advisors, LLC no RAUMThe Institute independent RIAOtherJul 22, 2024Jul 29, 2024
Alisha WrightBrookstone Wealth Advisors, LLC no RAUMThe Institute independent RIAOtherJul 19, 2024Aug 14, 2024
Erica HallBrookstone Wealth Advisors, LLC no RAUMThe Institute independent RIAOtherJul 19, 2024Aug 12, 2024
Robert Eli AllamonBrookstone Wealth Advisors, LLC no RAUMOneascent Financial Services LLC independent RIAOtherJun 27, 2024Jun 27, 2024
Jeffrey David JuniperBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth otherOtherJun 5, 2024Apr 16, 2024
Michael Ray RitchieBrookstone Wealth Advisors, LLC no RAUMSequent Planning, LLC independent RIAOtherMay 28, 2024Jun 3, 2024
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244 moves match.