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
John Fulton EvansBrookstone Capital Management LLC otherSageguard Financial Group, LLC otherOtherOct 11, 2017Oct 11, 2017
Nathaniel Paul BartonBrookstone Capital Management LLC otherSimplicity Wealth independent RIAOtherOct 2, 2017Aug 20, 2021 (1418 d)
Justin Kevin ThompsonBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherSep 1, 2017Sep 6, 2017
Phillip Paul PutneyBrookstone Capital Management LLC otherAfs Wealth Management, LLC independent RIAOtherJun 21, 2017Jun 1, 2017
Shawna Marie-Mckinney MooreBrookstone Capital Management LLC otherTucker Asset Management LLC otherOtherMay 19, 2017Jan 24, 2018 (250 d)
David Jay VogelBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherMay 5, 2017May 8, 2017
Dustin Michael AllberyBrookstone Capital Management LLC otherAmerican Reliance Group unclassifiedOtherMar 7, 2017Feb 28, 2017
Travis Blue SmithBrookstone Capital Management LLC otherBrookstone Wealth Advisors, LLC otherOtherFeb 21, 2017Feb 24, 2017
George Arthur FossingBrookstone Capital Management LLC otherBrookstone Wealth Advisors, LLC otherOtherFeb 17, 2017Feb 24, 2017
Roy Lee Thrower, Jr.Brookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherFeb 2, 2017Feb 2, 2017
Jose Luis Estrada ArroyoBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherJan 24, 2017Jan 25, 2017
Brian Howard JonesBrookstone Capital Management LLC otherMML Investors Services, LLC otherOtherJan 4, 2017Mar 10, 2017 (65 d)
Timothy John HendersonBrookstone Capital Management LLC otherFirst Advisors National, LLC otherOtherJan 3, 2017Feb 24, 2017 (52 d)
Jeffrey Lynn LeonardBrookstone Capital Management LLC otherTucker Asset Management LLC otherOtherDec 6, 2016Nov 30, 2016
Gregory Grant GriffinBrookstone Capital Management LLC otherGradient Advisors, LLC otherOtherDec 5, 2016Dec 6, 2016
Melissa L RayBrookstone Capital Management LLC otherVertis Wealth, LLC independent RIAOtherOct 17, 2016Feb 26, 2021 (1593 d)
William Standley EdenBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherAug 26, 2016Aug 25, 2016
Patrick Michael KaiserBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherAug 17, 2016Aug 16, 2016
Richard Gary LucasBrookstone Capital Management LLC otherNestegg Wealth Advisors state registeredOtherAug 10, 2016Aug 5, 2016
Terri Lynn CollymoreBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherJul 26, 2016Jul 25, 2016
Carlton Scott PhillipsBrookstone Capital Management LLC otherMotiv8 Investments LLC otherOtherJul 13, 2016Aug 3, 2017 (386 d)
Skyler Craig FredricksonBrookstone Capital Management LLC otherColumbia Advisory Partners, LLC independent RIAOtherJun 29, 2016Jun 30, 2016
Sean T HughesBrookstone Capital Management LLC otherFoundations Investment Advisors LLC otherOtherJun 8, 2016Jan 19, 2018 (590 d)
Wendy Jane WallaceBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherJun 3, 2016Jun 20, 2016
Martin Davis HensleyBrookstone Capital Management LLC otherJb Fitz Inc. unclassifiedOtherApr 13, 2016Apr 4, 2016
Michael I HepnerBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherMar 30, 2016Apr 7, 2016
Garry Steven SnowBrookstone Capital Management LLC otherGradient Advisors, LLC independent RIAOtherMar 3, 2016Aug 8, 2018 (888 d)
Palmerino Pasquale SantanielloBrookstone Capital Management LLC otherFoundations Investment Advisors LLC otherOtherMar 1, 2016Mar 7, 2016
Russell Lee GameBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherMar 1, 2016Mar 2, 2016
David Aaron LeeBrookstone Capital Management LLC otherCoppell Advisory Solutions LLC otherOtherFeb 16, 2016Feb 16, 2016
Philip Jeffrey LeeBrookstone Capital Management LLC otherProsperity Capital Advisors otherOtherFeb 8, 2016Feb 11, 2016
Deirdre HafenBrookstone Capital Management LLC otherTucker Asset Management LLC otherOtherJan 25, 2016Jan 25, 2016
Thomas Richard YoungBrookstone Capital Management LLC otherZega Financial, LLC otherOtherJan 14, 2016Aug 21, 2013
Kenneth Eugene PlummerBrookstone Capital Management LLC otherUnited Advisors America independent RIAOtherDec 31, 2015Jul 17, 2014
Brian Robert KorienekBrookstone Capital Management LLC otherGoldstone Financial Group, LLC otherOtherDec 31, 2015May 10, 2016 (131 d)
Anthony PellegrinoBrookstone Capital Management LLC otherGoldstone Financial Group, LLC no RAUMOtherDec 31, 2015Aug 4, 2015
Leonardo IrizarriBrookstone Capital Management LLC otherPark Avenue Securities LLC otherOtherDec 23, 2015Feb 29, 2016 (68 d)
David Jonathon SearsBrookstone Capital Management LLC otherHorter Investment Management, LLC otherOtherNov 17, 2015Dec 11, 2015
Nora Lake HartquistBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherNov 16, 2015Nov 17, 2015
Patti L LerchBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherNov 16, 2015Nov 17, 2015
Jeffrey Paul VoganBrookstone Capital Management LLC otherHorter Investment Management, LLC otherOtherNov 6, 2015Nov 18, 2015
Laura Helen StoverBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherOct 30, 2015Oct 30, 2015
Timothy Ray WhislerBrookstone Capital Management LLC otherUSA Financial Securities LLC otherOtherOct 30, 2015Oct 30, 2015
Frank C FiliskyBrookstone Capital Management LLC otherTucker Asset Management LLC otherOtherSep 18, 2015Sep 17, 2015
David Alexander NarishBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherAug 19, 2015Aug 20, 2015
Paul Mitchell TarinsBrookstone Capital Management LLC otherPortfolio Medics, LLC independent RIAOtherJul 23, 2015Jun 12, 2015
Rodney Tate MartinBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherJul 10, 2015Jul 13, 2015
Anil B VaziraniBrookstone Capital Management LLC otherHorter Investment Management, LLC otherOtherJul 2, 2015Jul 20, 2015
Jennifer Elizabeth KastBrookstone Capital Management LLC otherNfp Advisor Services, LLC otherOtherJun 22, 2015Aug 3, 2015 (42 d)
Darren Foster PettyBrookstone Capital Management LLC otherTucker Asset Management LLC independent RIAOtherJun 22, 2015Feb 19, 2025 (3530 d)
Kenneth James NewBrookstone Capital Management LLC otherPinnacle Financial Wealth Management, LLC unclassifiedOtherMay 13, 2015Jun 25, 2015 (43 d)
Walter John WestBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherMay 7, 2015May 7, 2015
Jeffrey Allen BarnardBrookstone Capital Management LLC otherGlobal Financial Private Capital, Inc. otherOtherMay 5, 2015May 5, 2015
George KuruvillaBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherApr 16, 2015Apr 17, 2015
Brian Howard JonesBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherApr 15, 2015Apr 24, 2015
Fred Todd SchwendimanBrookstone Capital Management LLC otherVann Equity Management LLC no RAUMOtherApr 13, 2015Apr 28, 2015
James Edward Van MeterBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherApr 6, 2015Apr 7, 2015
James Joseph ToddyBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherApr 1, 2015Apr 8, 2015
Angela Marie FerranteBrookstone Capital Management LLC otherCenter Street Advisors, Inc. no RAUMOtherMar 16, 2015Mar 18, 2015
Keith Adam WiltfongBrookstone Capital Management LLC otherGradient Advisors, LLC otherOtherMar 12, 2015Mar 19, 2015
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316 moves match.