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
Thomas Joseph AlleyBrookstone Wealth Advisors, LLC no RAUMSupreme Alliance LLC independent RIAOtherMay 20, 2024Jan 5, 2026 (595 d)
Patrick Mylin BowersBrookstone Wealth Advisors, LLC no RAUMPlanmember Securities Corporation independent RIAOtherMay 8, 2024Jul 22, 2024 (75 d)
Paul Edward KobilkaBrookstone Wealth Advisors, LLC no RAUMOrigin Investment Advisory LLC no RAUMOtherApr 30, 2024Dec 22, 2021
Nicholas StrobeltBrookstone Wealth Advisors, LLC no RAUMAvalon Wealth Partners state registeredOtherJan 31, 2024Jul 19, 2023
Charles Halbert DingmanBrookstone Wealth Advisors, LLC no RAUMInsight Folios independent RIAOtherJan 26, 2024Apr 3, 2023
Bruce D MacomberBrookstone Wealth Advisors, LLC no RAUMAltitude Capital Management LLC no RAUMOtherJan 25, 2024Mar 13, 2024 (48 d)
Tiffany M. BroomfieldBrookstone Wealth Advisors, LLC no RAUMTrue Wealth Design, LLC independent RIAOtherJan 22, 2024Apr 10, 2024 (79 d)
Maria Geralyn FliessBrookstone Wealth Advisors, LLC no RAUMPortfolio Medics, LLC independent RIAOtherJan 18, 2024Jan 23, 2024
Steven Harverd GreigBrookstone Wealth Advisors, LLC no RAUMSimplicity Wealth independent RIAOtherJan 17, 2024Jan 31, 2024
Craig Eastman ShepardBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherJan 17, 2024Feb 26, 2024 (40 d)
Frank Carl DimicelliBrookstone Wealth Advisors, LLC no RAUMCompass Financial Group state registeredOtherJan 10, 2024Nov 29, 2023
Brandon James DimicelliBrookstone Wealth Advisors, LLC no RAUMCompass Financial Group state registeredOtherJan 10, 2024Nov 29, 2023
Terrilyn Dawn BrownfieldBrookstone Wealth Advisors, LLC no RAUMCompass Coaching And Consulting, LLC state registeredOtherDec 31, 2023Jan 6, 2026 (737 d)
Marques Dalon MilesBrookstone Wealth Advisors, LLC no RAUMAlden Investment Group independent RIAOtherDec 31, 2023Jan 3, 2024
Ross David BushBrookstone Wealth Advisors, LLC no RAUMGraetz Wealth independent RIAOtherDec 5, 2023Sep 26, 2023
Scott Andrew NachtigalBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 13, 2023
Jeremy GoveBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 13, 2023
Jeffrey GoveBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 12, 2023
Timothy Keith KulhanekBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 13, 2023
Eli T MardockBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 13, 2023
John Eugene TernusBrookstone Wealth Advisors, LLC no RAUMStonebridge Wealth Systems LLC no RAUMOtherNov 29, 2023Oct 12, 2023
Todd Mathew GedrynBrookstone Wealth Advisors, LLC no RAUMCommonwealth Financial Network national BDOtherNov 14, 2023Jul 8, 2024 (237 d)
Gayle Ann RossBrookstone Wealth Advisors, LLC no RAUMFiat Wealth Management independent RIAOtherOct 6, 2023Feb 16, 2024 (133 d)
David HolmesBrookstone Wealth Advisors, LLC no RAUMLPL Enterprise, LLC no RAUMOtherSep 15, 2023Mar 10, 2025 (542 d)
Deanna Schuler OrfBrookstone Wealth Advisors, LLC no RAUMAul Financial Group, LLC unclassifiedOtherSep 7, 2023Sep 29, 2021
David Matthew BrandonBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 7, 2023Sep 27, 2023
Steven Andrew AulBrookstone Wealth Advisors, LLC no RAUMAul Financial Group, LLC unclassifiedOtherSep 6, 2023Sep 29, 2021
Samuel Mason WestersBrookstone Wealth Advisors, LLC no RAUMErnst & Young Investment Advisers Llp no RAUMOtherAug 25, 2023Sep 13, 2023
Christopher James BulmanBrookstone Wealth Advisors, LLC no RAUMBulman Wealth Group independent RIAOtherAug 23, 2023Apr 30, 2021
Scott Andrew VlahonBrookstone Wealth Advisors, LLC no RAUMBulman Wealth Group independent RIAOtherAug 23, 2023Jul 6, 2021
Paul Jeffrey BertrandBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherAug 21, 2023Sep 25, 2023 (35 d)
William Elliott TorranceBrookstone Wealth Advisors, LLC no RAUMDiversified, LLC independent RIAOtherAug 9, 2023Aug 6, 2024 (363 d)
Jade Aaron RossbackBrookstone Wealth Advisors, LLC no RAUMWealthspan Investment Management, LLC independent RIAOtherAug 2, 2023Aug 9, 2023
James Gerard HuhnBrookstone Wealth Advisors, LLC no RAUMIams Wealth Management, LLC independent RIAOtherJul 20, 2023Aug 4, 2023
Sean David FarroBrookstone Wealth Advisors, LLC no RAUMAegis Wealth Management, Inc. independent RIAOtherMay 4, 2023May 8, 2023
Christopher Tull ScrimingerBrookstone Wealth Advisors, LLC independent RIAFirst Heartland Consultants, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2023Feb 24, 2023
Jonathan Moser SpatzBrookstone Wealth Advisors, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAFeb 24, 2023Mar 1, 2023
Raul Noah LizaldeBrookstone Wealth Advisors, LLC independent RIAOnedigital institutionalOtherSep 12, 2022Oct 12, 2022
Peter Svend TychsenBrookstone Wealth Advisors, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIASep 8, 2022Oct 6, 2021
Devin Ray PetersonBrookstone Wealth Advisors, LLC independent RIABrighter Retirement Advisors LLC state registeredRIA to a state-registered adviserSep 8, 2022Sep 8, 2022
Sebastian Raul RuelasBrookstone Wealth Advisors, LLC independent RIALPL Financial LLC independent RIARIA to RIASep 1, 2022Sep 30, 2022
Catherine Noelle TooneBrookstone Wealth Advisors, LLC independent RIAStalt Financial, LLC unclassifiedOtherAug 9, 2022Aug 8, 2022
Brandon Michael GraetzBrookstone Wealth Advisors, LLC independent RIAGraetz Wealth independent RIARIA to RIAAug 2, 2022Jan 20, 2022
Biran Clifford HerndonBrookstone Wealth Advisors, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJul 26, 2022Aug 23, 2022
John Michael ConveryBrookstone Wealth Advisors, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAJul 11, 2022Oct 6, 2021
Thaddeus Timothy BraunBrookstone Wealth Advisors, LLC independent RIAUSA Financial Securities LLC independent RIARIA to RIAJun 17, 2022Sep 18, 2023 (458 d)
Cody Aaron AustinBrookstone Wealth Advisors, LLC independent RIAAustin Wealth Solutions state registeredRIA to a state-registered adviserJun 17, 2022Jun 16, 2022
Douglas Earl BentleBrookstone Wealth Advisors, LLC independent RIA2nd Half Capital, LLC state registeredRIA to a state-registered adviserMay 5, 2022Apr 26, 2022
Kyle Thomas HammerschmidtBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 17, 2022Mar 16, 2022
John Peter GrimesBrookstone Wealth Advisors, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMar 16, 2022Feb 11, 2025 (1063 d)
Eric M PapaBrookstone Wealth Advisors, LLC independent RIARs Crum Inc. independent RIARIA to RIAMar 7, 2022Jul 25, 2024 (871 d)
Tracey Lynn SpikesBrookstone Wealth Advisors, LLC independent RIASequent Planning, LLC independent RIARIA to RIAFeb 15, 2022Jun 28, 2022 (133 d)
Zachary T SteinhandlerBrookstone Wealth Advisors, LLC independent RIAMaripau Wealth Management LLC independent RIARIA to RIAJan 25, 2022Jan 25, 2022
Donald Gene DurrBrookstone Wealth Advisors, LLC independent RIATucker Asset Management LLC independent RIARIA to RIAJan 7, 2022Jan 13, 2022
Jacob Gregory WagnerBrookstone Wealth Advisors, LLC independent RIASoltis Investment Advisors, LLC mixed wealthRIA to RIANov 4, 2021May 20, 2022 (197 d)
Gregory Scott ShumanBrookstone Wealth Advisors, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2021Nov 10, 2021
Joseph Ivan FishmanBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 21, 2021
Brent Allen FordBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
Zachary D CockroftBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 17, 2021
Adam Howard WolfBrookstone Wealth Advisors, LLC independent RIACoyle Capital, LLC independent RIARIA to RIAOct 1, 2021Jun 16, 2021
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244 moves match.