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 Capital Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Wesley Michael White | Brookstone Capital Management LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Sep 9, 2026 | Sep 10, 2026 |
| Austin Taylor Kobilka | Brookstone Capital Management LLC independent RIA | Altruist Advisors LLC no RAUM | RIA to a newly registered adviser | Sep 9, 2026 | Sep 10, 2026 |
| Shawn Brooks Kiehne | Brookstone Capital Management LLC independent RIA | Kiehne Wealth & Retirement, LLC state registered | RIA to a state-registered adviser | Aug 3, 2026 | Aug 10, 2020 |
| Micah Lane Tipton | Brookstone Capital Management LLC independent RIA | Exodus Wealth, LLC independent RIA | RIA to RIA | Jul 30, 2026 | Aug 19, 2026 |
| Ajaz Rahman | Brookstone Capital Management LLC independent RIA | T. Rowe Price Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Aug 28, 2026 (53 d) |
| Mary Elaine Lanterman | Brookstone Capital Management LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Feb 26, 2026 | Feb 26, 2026 |
| Mark Robert Scherer | Brookstone Capital Management LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Feb 2, 2026 | Feb 2, 2026 |
| Linda Lou Gardner | Brookstone Capital Management LLC independent RIA | Blue Heron Capital no RAUM | RIA to a newly registered adviser | Feb 2, 2026 | Feb 2, 2026 |
| Joel Anthony Cavaliere | Brookstone Capital Management LLC independent RIA | Blue Heron Capital no RAUM | RIA to a newly registered adviser | Feb 2, 2026 | Feb 2, 2026 |
| Zachary Roberts | Brookstone Capital Management LLC independent RIA | Blue Heron Capital no RAUM | RIA to a newly registered adviser | Feb 2, 2026 | Feb 2, 2026 |
| Zachary Williams | Brookstone Capital Management LLC independent RIA | Simplicity Wealth mixed wealth | RIA to RIA | Sep 15, 2025 | Oct 1, 2025 |
| Michelle Lyn Holliday | Brookstone Capital Management LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Aug 15, 2025 | Oct 23, 2025 (69 d) |
| Benjamin Latroy Robinson | Brookstone Capital Management LLC independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Jul 24, 2025 | Jul 28, 2025 |
| David Eric Globke | Brookstone Capital Management LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2025 | Jul 22, 2025 |
| Stephen Quentin Glenn Mehr | Brookstone Capital Management LLC independent RIA | Secure Investment Management, LLC independent RIA | RIA to RIA | Jul 15, 2025 | Jun 17, 2025 |
| Angela Tarkenton Barbour | Brookstone Capital Management LLC independent RIA | Arkagos Advisors & Asset Management, Inc. state registered | RIA to a state-registered adviser | Jul 1, 2025 | Jul 24, 2026 (388 d) |
| David Doron Mehler | Brookstone Capital Management LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jun 26, 2025 | Jun 23, 2023 |
| Douglas Eugene Henke | Brookstone Capital Management LLC independent RIA | Pine To Palm Financial, LLC state registered | RIA to a state-registered adviser | Jun 23, 2025 | Jun 27, 2025 |
| Jaime Jackson Bell | Brookstone Capital Management LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 27, 2025 | Oct 29, 2025 (155 d) |
| Mark Hugh Rutledge | Brookstone Capital Management LLC independent RIA | Insight Folios independent RIA | RIA to RIA | May 1, 2025 | May 1, 2025 |
| Michael W Hart | Brookstone Capital Management LLC independent RIA | Adviceonly no RAUM | RIA to a newly registered adviser | Feb 28, 2025 | Mar 10, 2025 |
| Bradley Shawn Tunnell | Brookstone Capital Management LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 19, 2025 |
| James Steven Leggott | Brookstone Capital Management LLC independent RIA | Corestone Wealth Management LLC unclassified | Other | Feb 5, 2025 | Oct 15, 2024 |
| James Jeffrey Proctor | Brookstone Capital Management LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Jan 21, 2025 | May 19, 2026 (483 d) |
| Adam Jay Blain | Brookstone Capital Management LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jan 15, 2025 | Jan 14, 2025 |
| Luann Sims Barnes | Brookstone Capital Management LLC independent RIA | Wmc Capital Management, LLC state registered | RIA to a state-registered adviser | Dec 18, 2024 | Dec 3, 2024 |
| Jason John Glisczynski | Brookstone Capital Management LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2024 | Sep 30, 2024 |
| Jonathan William Steffen | Brookstone Capital Management LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2024 | Sep 30, 2024 |
| Ryan Christopher Swiatek | Brookstone Capital Management LLC independent RIA | Fourstar Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 7, 2024 | Dec 4, 2024 |
| Jason Westbrook Kyle | Brookstone Capital Management LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2024 | Sep 6, 2024 |
| Dick Paul Schulz | Brookstone Capital Management LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Oct 22, 2024 | Oct 31, 2024 |
| Donald Nathan Cameron | Brookstone Capital Management LLC independent RIA | Advisor Share Wealth Management, LLC independent RIA | RIA to RIA | Oct 1, 2024 | Oct 16, 2024 |
| Crissman Scott Crombie | Brookstone Capital Management LLC independent RIA | Farmers Asset Management, LLC state registered | RIA to a state-registered adviser | Sep 23, 2024 | May 29, 2026 (613 d) |
| Trevor John Czerniejewski | Brookstone Capital Management LLC independent RIA | LPL Enterprise, LLC no RAUM | RIA to a newly registered adviser | Sep 13, 2024 | Sep 13, 2024 |
| Jaris Bradley Hansen | Brookstone Capital Management LLC independent RIA | Rpc Wealth, LLC state registered | RIA to a state-registered adviser | Aug 30, 2024 | Nov 3, 2025 (430 d) |
| Dean Edward Statler | Brookstone Capital Management LLC independent RIA | Virtue Capital Management, LLC independent RIA | RIA to RIA | Aug 8, 2024 | Aug 9, 2024 |
| Tyler Melville Jordan-Taylor | Brookstone Capital Management LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jul 15, 2024 | Jan 12, 2026 (546 d) |
| Arif Madad Ali | Brookstone Capital Management LLC independent RIA | Aa Wealth Strategies LLC state registered | RIA to a state-registered adviser | Jun 5, 2024 | May 31, 2022 |
| John Walter Rodney Harris | Brookstone Capital Management LLC independent RIA | Wmc Capital Management, LLC state registered | RIA to a state-registered adviser | May 14, 2024 | Apr 10, 2024 |
| Joseph Paul Daly | Brookstone Capital Management LLC independent RIA | Redhawk Wealth Advisors, Inc. mixed wealth | RIA to RIA | Feb 21, 2024 | Feb 22, 2024 |
| Reid Schmideler | Brookstone Capital Management LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 9, 2024 | Mar 12, 2024 (63 d) |
| John Paul Reising | Brookstone Capital Management LLC independent RIA | Gibbs Wealth Management, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Jan 4, 2024 |
| Jack William Ross Havice | Brookstone Capital Management LLC independent RIA | Sequent Planning, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Jan 8, 2024 |
| William Joseph Alexander | Brookstone Capital Management LLC independent RIA | Transce3nd LLC independent RIA | RIA to RIA | Dec 31, 2023 | Oct 3, 2022 |
| Kevin Robert Osborn | Brookstone Capital Management LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Dec 20, 2023 | Apr 25, 2025 (492 d) |
| Douglas Henderson Frye | Brookstone Capital Management LLC independent RIA | Hornor, Townsend & Kent, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2023 | Nov 20, 2023 |
| Logan Thomas Fields | Brookstone Capital Management LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2023 | Dec 12, 2023 (53 d) |
| Larry Dale Roby | Brookstone Capital Management LLC independent RIA | Hornor, Townsend & Kent, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2023 | Aug 16, 2023 |
| David Eric Globke | Brookstone Capital Management LLC independent RIA | Hornor, Townsend & Kent, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2023 | Aug 30, 2023 |
| Melody Joy Pinkston | Brookstone Capital Management LLC independent RIA | Hornor, Townsend & Kent, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2023 | Aug 30, 2023 |
| Francis Anthony Higgins | Brookstone Capital Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 21, 2023 |
| Mary Bridget Riley | Brookstone Capital Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 21, 2023 |
| Jesus A Jaramillo | Brookstone Capital Management LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2023 | Jul 6, 2023 |
| Thomas Rachelski | Brookstone Capital Management LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2023 | Jul 14, 2023 (58 d) |
| Jonathan Nathaniel Durr | Brookstone Capital Management LLC independent RIA | Aegis Wealth Management, Inc. independent RIA | RIA to RIA | Apr 27, 2023 | Apr 24, 2023 |
| Brendan David Bakst | Brookstone Capital Management LLC independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 25, 2023 | May 2, 2023 |
| Steven Allen Horsley | Brookstone Capital Management LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 18, 2023 | Jun 16, 2023 (59 d) |
| Frederick Charles Whitford | Brookstone Capital Management LLC independent RIA | First Down Financial state registered | RIA to a state-registered adviser | Apr 17, 2023 | Aug 3, 2023 (108 d) |
| Clancy Cramer | Brookstone Capital Management LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2023 | Jul 6, 2023 (80 d) |
| Michael Fritts | Brookstone Capital Management LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Feb 16, 2023 | Apr 9, 2025 (783 d) |
Page 1 of 6Next
315 moves match.