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.

AdvisorFromToTypeLeftRegistered
Michael FrittsBrookstone Capital Management LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAFeb 16, 2023Apr 9, 2025 (783 d)
Thomas Joseph ScorciaBrookstone Capital Management LLC independent RIASaxony Capital Management, LLC independent RIARIA to RIAFeb 16, 2023Feb 17, 2023
Gregory G NelsonBrookstone Capital Management LLC independent RIAGlobal View Capital Management LLC independent RIARIA to RIAFeb 15, 2023Feb 16, 2023
Garry Edward CollinsBrookstone Capital Management LLC independent RIAWhitestone Capital Management LLC state registeredRIA to a state-registered adviserFeb 2, 2023Aug 30, 2021
Mcgarry P MurrayBrookstone Capital Management LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJan 19, 2023Feb 23, 2023 (35 d)
Michael James WhitmoreBrookstone Capital Management LLC independent RIAFarther independent RIARIA to RIAJan 9, 2023Jan 10, 2023
Jimmy Sherrod HollandBrookstone Capital Management LLC independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 13, 2022Dec 15, 2022
George Dennis WilliamsBrookstone Capital Management LLC independent RIAInspire Advisors, LLC independent RIARIA to RIANov 1, 2022Jan 1, 2025 (792 d)
John Timothy KeefeBrookstone Capital Management LLC independent RIASecure Investment Management, LLC independent RIARIA to RIAOct 6, 2022Nov 2, 2022
Robert Clark SmithBrookstone Capital Management LLC independent RIAMaripau Wealth Management LLC independent RIARIA to RIASep 29, 2022Sep 29, 2022
Roman LaraBrookstone Capital Management LLC independent RIASecure Investment Management, LLC independent RIARIA to RIAAug 30, 2022Nov 1, 2022 (63 d)
Chad Vincent CassianiBrookstone Capital Management LLC independent RIAGladstone Wealth Partners BD affiliatedRIA to affiliated broker-dealer or bankAug 25, 2022Dec 21, 2022 (118 d)
Robert Jason LiebmanBrookstone Capital Management LLC independent RIAEsi Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2022Aug 3, 2022
Mark Leslie MohanBrookstone Capital Management LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJul 18, 2022Jul 18, 2022
Bryan NicolaysenBrookstone Capital Management LLC independent RIARedwood Private Wealth independent RIARIA to RIAJul 15, 2022Jul 15, 2022
John Michael ConveryBrookstone Capital Management LLC independent RIARetirement Capital Advisors state registeredRIA to a state-registered adviserJul 11, 2022Apr 13, 2026 (1372 d)
Matthew M StrzelczykBrookstone Capital Management LLC independent RIAAlphastar Capital Management independent RIARIA to RIAJul 5, 2022Jun 30, 2026 (1456 d)
Leslie Kathryn HollingsworthBrookstone Capital Management LLC independent RIAIp Financial Advisory Services LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2022Jun 28, 2022
Robert B JorgensenBrookstone Capital Management LLC independent RIAGlobal Macro Asset Management LLC state registeredRIA to a state-registered adviserMar 23, 2022Mar 21, 2022
Thomas VelickoffBrookstone Capital Management LLC independent RIATucker Asset Management LLC independent RIARIA to RIAFeb 28, 2022Feb 28, 2022
Kurt Walter SergiewichBrookstone Capital Management LLC independent RIACenter Street Advisors, Inc. independent RIARIA to RIAFeb 23, 2022Jan 11, 2022
Lynn Seldon BridgesBrookstone Capital Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 15, 2022Feb 16, 2022
Russell Edward HarrisBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 9, 2022
Marc James PoulosBrookstone Capital Management LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAFeb 7, 2022Jan 6, 2023 (333 d)
Bradley D VeyBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 7, 2022
Joseph Charles WilkinsonBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 7, 2022
Kevin Scott BeazleyBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 7, 2022
Alexander Clark PushmanBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 7, 2022
Spencer John CompsBrookstone Capital Management LLC independent RIATruadvice LLC independent RIARIA to RIAFeb 7, 2022Feb 7, 2022
Patrick Thomas ReinheimerBrookstone Capital Management LLC independent RIAMilestone Asset Management, LLC no RAUMOtherFeb 1, 2022Oct 29, 2020
Fred Todd SchwendimanBrookstone Capital Management LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 3, 2022Jan 7, 2022
Hansel R BermudezBrookstone Capital Management LLC independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2021Sep 18, 2023 (626 d)
Jessica Maria MetsoBrookstone Capital Management LLC independent RIAArkagos Advisors & Asset Management, Inc. state registeredRIA to a state-registered adviserDec 16, 2021Sep 14, 2022 (272 d)
Peter Svend TychsenBrookstone Capital Management LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIADec 9, 2021Aug 31, 2022 (265 d)
George H ClougherBrookstone Capital Management LLC independent RIAOneamerica Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2021Nov 30, 2021
Corneluis MathewsBrookstone Capital Management LLC independent RIAUisonet independent RIARIA to RIAOct 25, 2021May 28, 2021
David Angus DickensBrookstone Capital Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
David Gene CoxBrookstone Capital Management LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAOct 15, 2021Oct 15, 2021
Jonathan J GenoveseBrookstone Capital Management LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2021Nov 24, 2021 (49 d)
Joel Gilbert RegierBrookstone Capital Management LLC independent RIAMillennium Investment And Retirement Advisors, LLC institutionalOtherSep 30, 2021Oct 1, 2021
Anthony John BuglinoBrookstone Capital Management LLC independent RIASafe Harbor Asset Management, Inc. independent RIARIA to RIASep 15, 2021Sep 9, 2021
Patricia DaileyBrookstone Capital Management LLC independent RIAPrimerica Advisors national BDRIA to affiliated broker-dealer or bankSep 14, 2021Sep 23, 2021
Paula Carole PassBrookstone Capital Management LLC independent RIAArkagos Advisors & Asset Management, Inc. state registeredRIA to a state-registered adviserAug 19, 2021Sep 27, 2021 (39 d)
Scott D PritchardBrookstone Capital Management LLC independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 29, 2021Aug 9, 2021
James Gerard HuhnBrookstone Capital Management LLC independent RIAThe Bottom Line Wealth Management Ltd. state registeredRIA to a state-registered adviserMay 25, 2021Jun 11, 2021
Rodney DeckerBrookstone Capital Management LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMay 20, 2021Aug 12, 2021 (84 d)
Alec SmithBrookstone Capital Management LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2021May 3, 2021
Susan Thornburg GrantBrookstone Capital Management LLC independent RIACorecap Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2021Apr 11, 2022 (348 d)
Patrick Lee MarcellBrookstone Capital Management LLC independent RIAElite Retirement Group independent RIARIA to RIAApr 15, 2021Jan 14, 2021
Michael William MarcellBrookstone Capital Management LLC independent RIAElite Retirement Group independent RIARIA to RIAApr 15, 2021Jan 14, 2021
Victor Ray KizewskiBrookstone Capital Management LLC independent RIAElite Retirement Group independent RIARIA to RIAApr 15, 2021Jan 14, 2021
Stephen John VettorelBrookstone Capital Management LLC independent RIAFirst Down Financial state registeredRIA to a state-registered adviserApr 9, 2021Jan 1, 2025 (1363 d)
Mark Lee ElafrosBrookstone Capital Management LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankMar 30, 2021Nov 14, 2024 (1325 d)
Ryan McneillBrookstone Capital Management LLC independent RIAInsight Folios independent RIARIA to RIAMar 29, 2021Jul 10, 2026 (1929 d)
Shawn Patrick LeeBrookstone Capital Management LLC independent RIAMilestone Asset Management, LLC no RAUMRIA to a newly registered adviserMar 18, 2021Dec 7, 2020
Roger CirielloBrookstone Capital Management LLC independent RIAPrimerica Advisors national BDRIA to affiliated broker-dealer or bankDec 31, 2020Jul 25, 2022 (571 d)
William Jonathan WilliamsBrookstone Capital Management LLC independent RIAFisher Investments independent RIARIA to RIADec 23, 2020Jun 29, 2021 (188 d)
Joshua Lynn LangBrookstone Capital Management LLC independent RIASignificant Wealth Partners LLC independent RIARIA to RIANov 18, 2020Jul 20, 2022 (609 d)
Robert Joel EisenbergBrookstone Capital Management LLC independent RIAVerity Asset Management independent RIARIA to RIAOct 16, 2020Sep 10, 2021 (329 d)
Gregory Scott ShumanBrookstone Capital Management LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 16, 2020Oct 19, 2020
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316 moves match.