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

Arrivals at 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
Michael Alfred MorganCorecap Advisors BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherJun 29, 2023Jul 5, 2023
Alan Henry SmithFoundations Investment Advisors LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMay 10, 2023May 8, 2023
Jonathan B ErwinSimplicity Wealth independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 18, 2023Apr 13, 2023
Mark Alan SquiresAe Wealth Management, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherMar 28, 2023Mar 31, 2023
Clifford Wayne CarterLPL Financial LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 21, 2023Jan 10, 2023
Brian Edward GreenBison Wealth, LLC mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 14, 2023Feb 6, 2023
David Louis MessingCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 13, 2023Mar 16, 2023
Julie Marie CunninghamCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 13, 2023Mar 17, 2023
Kasey Allen ByrdCg Advisory Services independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 2, 2023Mar 6, 2023
Jamie Lyn PeakLPL Financial LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAFeb 9, 2023Jan 25, 2023
Terri Lynn CollymoreVirtue Capital Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJan 31, 2023Feb 6, 2023
Matthew Carl PhilistineTrustmont Advisory Group, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherJan 24, 2023Dec 2, 2024 (678 d)
Robert CrucesGradient Advisors, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJan 23, 2023Jan 10, 2023
David Matthew BrandonAul Financial Group, LLC unclassifiedBrookstone Wealth Advisors, LLC independent RIAOtherDec 31, 2022Jan 18, 2023
Nicole Lea AyersTownsquare Capital, LLC mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIADec 31, 2022Jan 6, 2023
Matthew K CarrierAvantax Advisory Services BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2022Dec 5, 2022
Christa IrwinAdvisory Alpha, LLC mixed wealthBrookstone Wealth Advisors, LLC no RAUMOtherDec 5, 2022Nov 6, 2024 (702 d)
David Kevin SeitzerFoundations Investment Advisors LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIANov 17, 2022Feb 9, 2023 (84 d)
Antoine G DucrosTucker Asset Management LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 27, 2022Oct 31, 2022
Kimsey Allen HollifieldAlphastar Capital Management independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIASep 7, 2022Sep 2, 2022
Jonn Thomas MasonThornewood Advisors USA LLC unclassifiedBrookstone Wealth Advisors, LLC independent RIAOtherAug 19, 2022Jun 23, 2022
Steven Lee FloydIntegrity Advisory Solutions independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 25, 2022Dec 13, 2022 (141 d)
James Gerard HuhnRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2022Aug 25, 2022 (42 d)
William Stephen GloverWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 11, 2022Jul 14, 2022
Paul Jeffrey BertrandNationwide Investment Advisors, LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2022Jun 24, 2022
Jonathan Moser SpatzInsight Folios independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJun 14, 2022Apr 29, 2022
Woodrow D BowlingRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMay 24, 2022May 20, 2022
Vernon Albert HargraveElevated Capital Advisors, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 19, 2022Apr 18, 2022
Marques Dalon MilesElevated Capital Advisors, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 19, 2022Apr 18, 2022
Anthony Joseph CarraoRidge Capital Advisors, LLC state registeredBrookstone Wealth Advisors, LLC independent RIAOtherApr 6, 2022Apr 19, 2022
Jimmy Louis HernandezWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 30, 2022Mar 30, 2022
Allan Curtis ParlierLincoln Investment BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2022Mar 29, 2022
Frank E HicksSouthport Capital independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 2, 2022Apr 26, 2022 (55 d)
Mark WillisEdward Jones national BDBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2022Apr 4, 2022 (34 d)
Stanley Daniel StanekCenter Street Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC no RAUMOtherFeb 28, 2022Sep 26, 2023 (575 d)
William Elliott TorranceIams Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJan 3, 2022Jan 26, 2022
Biran Clifford HerndonLifepro Asset Management independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIANov 9, 2021May 11, 2022 (183 d)
Anita Louise LesterWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 27, 2021Oct 27, 2021
Patrick John ConnollyAegis Wealth Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 13, 2021Oct 4, 2021
Tiffany M. BroomfieldAegis Wealth Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 13, 2021Oct 1, 2021
Gregory Scott ShumanKinetic Investment Management, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 23, 2021Aug 16, 2021
Terrilyn Dawn BrownfieldRedhawk Wealth Advisors, Inc. mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 8, 2021Jun 8, 2021
Michael Scott HodsonVerity Asset Management independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 1, 2021Mar 9, 2023 (616 d)
Jonathan Moser SpatzBrookstone Asset Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMay 26, 2021Aug 13, 2019
Dwayne Anthony BurnellRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2020Dec 15, 2020
David HolmesInnovation Partners LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2020Feb 24, 2023 (806 d)
Carl David WoolstonArs Investment Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 28, 2020Nov 18, 2020
Larry Gene MccabeAe Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 21, 2020Oct 13, 2020
Derek PrusaBrookstone Asset Management, LLC independent RIABrookstone Wealth Advisors, LLC otherOtherOct 6, 2020Jul 27, 2016
Keith Rufus LambAlpha Wealth Funds, LLC mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 12, 2020Aug 14, 2020
Jason Blair ChandlerRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jul 7, 2020
Stephen Joseph AgristaVanderbilt Advisory Services BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2020Jan 11, 2022 (651 d)
John Francis MulheronVerity Asset Management independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMar 26, 2020Jun 24, 2024 (1551 d)
Sean Allen RobertsonAmeritas Advisory Services BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2020Feb 6, 2020
Ross David BushMML Investors Services, LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2020Jan 30, 2020
Gregory John GallRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2020Jan 15, 2020
Lisa Ann AnthonyRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2020Jan 6, 2020
James Hartman AndersenSaber And Shield Wealth Management, L.L.C state registeredBrookstone Wealth Advisors, LLC independent RIAOtherDec 2, 2019Dec 4, 2019
Travis Patrick ShepherdShepherd'S Advisory Group, LLC unclassifiedBrookstone Wealth Advisors, LLC independent RIAOtherNov 22, 2019Nov 22, 2019
Kevin Todd ClarkBrookstone Capital Management LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIANov 21, 2019Nov 22, 2019
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296 moves match.