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
Skyler Cooper Forrest StokesBrookstone Wealth Advisors, LLC independent RIAAloha Wealth Partners state registeredRIA to a state-registered adviserSep 22, 2021Sep 3, 2021
Ronald Dale RayBrookstone Wealth Advisors, LLC independent RIAInnovative Wealth Management state registeredRIA to a state-registered adviserAug 30, 2021Jul 20, 2021
Eileen Carney YbanezBrookstone Wealth Advisors, LLC independent RIACoyle Capital, LLC independent RIARIA to RIAAug 25, 2021Jun 16, 2021
Gregory Anthony HadleyBrookstone Wealth Advisors, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAAug 20, 2021Aug 25, 2021
Kelly Kevin GilbertBrookstone Wealth Advisors, LLC independent RIAEfg Financial, LLC state registeredRIA to a state-registered adviserAug 16, 2021Oct 2, 2025 (1508 d)
Jeremy J ReifBrookstone Wealth Advisors, LLC independent RIAPoint Wealth, LLC state registeredRIA to a state-registered adviserJul 29, 2021Jul 30, 2021
Ronald Scott TetleyBrookstone Wealth Advisors, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJul 15, 2021Jul 13, 2021
Jose Vicente SanchezBrookstone Wealth Advisors, LLC independent RIARetirement Wealth Guidance LLC state registeredRIA to a state-registered adviserJul 1, 2021Apr 28, 2021
William Clay TuckerBrookstone Wealth Advisors, LLC independent RIACatalyst Wealth Management independent RIARIA to RIAJun 16, 2021Jun 19, 2021
Thomas AndersenBrookstone Wealth Advisors, LLC independent RIATruadvice LLC independent RIARIA to RIAJun 15, 2021Jun 18, 2021
Lyndon Richard HarrisonBrookstone Wealth Advisors, LLC independent RIATruadvice LLC independent RIARIA to RIAJun 15, 2021Jun 21, 2021
Larry Gene MccabeBrookstone Wealth Advisors, LLC independent RIAInsight Folios independent RIARIA to RIAJun 14, 2021Jun 17, 2021
Rory RichardBrookstone Wealth Advisors, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAMay 18, 2021May 5, 2021
John Davis BakerBrookstone Wealth Advisors, LLC independent RIAOneamerica Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 13, 2021Jun 7, 2021
Jason Christopher RheinfelderBrookstone Wealth Advisors, LLC independent RIADelta Investment Management, LLC independent RIARIA to RIAMar 19, 2021Mar 31, 2021
Jeffrey Paul SzakBrookstone Wealth Advisors, LLC independent RIATalon LLC independent RIARIA to RIAMar 1, 2021Dec 11, 2020
Michael Scott HodsonBrookstone Wealth Advisors, LLC independent RIAVerity Asset Management independent RIARIA to RIAFeb 3, 2021Apr 19, 2021 (75 d)
Walter Lake GeorgeBrookstone Wealth Advisors, LLC independent RIAWingo Asset Management, LLC state registeredRIA to a state-registered adviserFeb 1, 2021Jan 22, 2020
Danny Eugene WardBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJan 28, 2021Jan 1, 2026 (1799 d)
Edward William NolanBrookstone Wealth Advisors, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 21, 2020Oct 19, 2021 (302 d)
Michael Chase WeinbergerBrookstone Wealth Advisors, LLC independent RIAImpact Partnership Wealth, LLC no RAUMRIA to a newly registered adviserDec 21, 2020Aug 26, 2021 (248 d)
Randy Bruce KohrsBrookstone Wealth Advisors, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 21, 2020Oct 3, 2022 (651 d)
James Van ShoresBrookstone Wealth Advisors, LLC independent RIAAmerican Elite Advisory state registeredRIA to a state-registered adviserDec 10, 2020Nov 25, 2022 (715 d)
Anthony Michael AulffoBrookstone Wealth Advisors, LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2020Dec 3, 2020
Ian Reid MaxwellBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIANov 18, 2020Nov 13, 2020
Joshua Jon PerkinsBrookstone Wealth Advisors, LLC independent RIABlackridge Asset Management, LLC independent RIARIA to RIANov 11, 2020Nov 12, 2020
Darren James VilardoBrookstone Wealth Advisors, LLC independent RIADelta Investment Management, LLC independent RIARIA to RIANov 3, 2020Oct 14, 2020
Jacquelyn Renea CampbellBrookstone Wealth Advisors, LLC independent RIAJenkins Wealth independent RIARIA to RIAOct 5, 2020Nov 18, 2020 (44 d)
Joseph Michael LococoBrookstone Wealth Advisors, LLC independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2020Oct 8, 2020
Patrick Michael MuellerBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 16, 2020Sep 24, 2020
Daniel Roy MoweryBrookstone Wealth Advisors, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2020Oct 29, 2020 (43 d)
John Brandon BowenBrookstone Wealth Advisors, LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIASep 15, 2020Jul 30, 2020
Brian Jay BewleyBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 3, 2020Sep 30, 2020
Derek Michael IfasiBrookstone Wealth Advisors, LLC independent RIARetiresharp Wealth Management, LLC state registeredRIA to a state-registered adviserAug 25, 2020Feb 14, 2025 (1634 d)
Mark Steven AnglinBrookstone Wealth Advisors, LLC independent RIABales Financial Advisors, Inc state registeredRIA to a state-registered adviserJul 31, 2020Jul 2, 2020
Sean Allen MasonBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJul 24, 2020Jul 23, 2020
Clifford K HodsonBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAJul 23, 2020Jul 22, 2020
Howard Elliott KaplanBrookstone Wealth Advisors, LLC independent RIAUSA Financial Securities LLC independent RIARIA to RIAJul 16, 2020Jul 23, 2020
Lawrence Peter SpothBrookstone Wealth Advisors, LLC independent RIAJenkins Wealth independent RIARIA to RIAJun 29, 2020Jun 30, 2020
Kimsey Allen HollifieldBrookstone Wealth Advisors, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAJun 25, 2020Jun 25, 2020
Richard Bryan SimpsonBrookstone Wealth Advisors, LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAJun 1, 2020Aug 18, 2020 (78 d)
Donald Ray RiceBrookstone Wealth Advisors, LLC independent RIASolomon Api LLC independent RIARIA to RIAMay 18, 2020Apr 26, 2022 (708 d)
Steven Lee FloydBrookstone Wealth Advisors, LLC independent RIAThe Retirement Income Group LLC unclassifiedOtherMay 1, 2020May 1, 2020
Luis Francisco RosaBrookstone Wealth Advisors, LLC independent RIABuild A Better Financial Future LLC unclassifiedOtherApr 30, 2020Apr 16, 2020
Phillip Arnold CalandraBrookstone Wealth Advisors, LLC independent RIACalandra Wealth Management, LLC unclassifiedOtherApr 29, 2020Mar 27, 2017
Michael Lee SchudelBrookstone Wealth Advisors, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 15, 2020Aug 3, 2020 (110 d)
Hugh Don StallworthBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
Shannon Craton StallworthBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
Brandon ChewBrookstone Wealth Advisors, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAFeb 11, 2020Feb 11, 2020
Bradley Campbell BarclayBrookstone Wealth Advisors, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 5, 2020Feb 6, 2020
Michael Patrick CaseyBrookstone Wealth Advisors, LLC independent RIAAmerican Executive Advisors, LLC state registeredRIA to a state-registered adviserJan 30, 2020Jan 30, 2020
Andrew Murphy WindhamBrookstone Wealth Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 6, 2020Jan 3, 2020
Frank GuidaBrookstone Wealth Advisors, LLC independent RIAA Better Way Financial, LLC independent RIARIA to RIADec 16, 2019Aug 21, 2019
Nick GuidaBrookstone Wealth Advisors, LLC independent RIAA Better Way Financial, LLC independent RIARIA to RIADec 16, 2019Aug 21, 2019
Stuart James CampbellBrookstone Wealth Advisors, LLC independent RIACampbell Wealth Advisors, LLC state registeredRIA to a state-registered adviserOct 30, 2019Feb 21, 2020 (114 d)
Eric Robert LahaieBrookstone Wealth Advisors, LLC independent RIAJehm Wealth & Retirement, LLC state registeredRIA to a state-registered adviserOct 8, 2019Aug 9, 2019
Jennifer Rebbecca LahaieBrookstone Wealth Advisors, LLC independent RIAJehm Wealth & Retirement, LLC state registeredRIA to a state-registered adviserOct 8, 2019Aug 9, 2019
Gulam Amir FazelBrookstone Wealth Advisors, LLC independent RIATucker Asset Management LLC independent RIARIA to RIASep 11, 2019Sep 9, 2019
Joseph Henry LuxBrookstone Wealth Advisors, LLC independent RIABlackridge Asset Management, LLC independent RIARIA to RIAAug 22, 2019Aug 22, 2019
Paul Scott TaylorBrookstone Wealth Advisors, LLC independent RIABrookstone Asset Management, LLC otherOtherJun 6, 2019Sep 12, 2014
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244 moves match.