DFX Intelligence

RIA Intelligence

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
David Michael NuckolsPark Avenue Securities LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 30, 2019Oct 31, 2019
Reginald Lowell BridgesMutual Of Omaha Investor Services, Inc. no RAUMBrookstone Wealth Advisors, LLC no RAUMOtherOct 24, 2019Oct 2, 2024 (1805 d)
Douglas GignacWealth Watch Advisors, Inc independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 24, 2019Jan 1, 2026 (2291 d)
Phillip Chad CastleRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2019Sep 13, 2019
Jessica Lynn BurchRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2019Sep 6, 2019
Cheryl Lavonne DaughertyRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2019Sep 13, 2019
Garret H ReesHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 23, 2019Aug 26, 2019
Lonnie Wayne HoodHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 21, 2019Aug 22, 2019
Alan Stuart FriedRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 23, 2019
Gary Burgess DunneRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 18, 2019
Christopher John LesterRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 22, 2019
Keith Brandon LesterRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 22, 2019
Frank Carl DimicelliRegal Investment Advisors LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2019Jul 16, 2019
Kyle Thomas HammerschmidtBrookstone Capital Management LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 8, 2019Jul 9, 2019
Douglas Earl BentleGeiger Wealth Management state registeredBrookstone Wealth Advisors, LLC independent RIAOtherApr 30, 2019May 7, 2019
Kevin Dean KellerBrookstone Asset Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 11, 2019Sep 27, 2018
Alexis Nicole VasquezHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 5, 2019Apr 8, 2019
Mark Steven AnglinCreativeone Wealth, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAApr 4, 2019Apr 10, 2019
Nicholas Ralph CampCorecap Advisors BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2019Apr 2, 2019
Skyler Cooper Forrest StokesNewport Wealth Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 27, 2019Apr 29, 2019 (33 d)
James Van ShoresRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 27, 2019Mar 29, 2019
Michael Mark McgregorProsperity Capital Advisors independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 14, 2019Mar 18, 2019
Antonio Michael FilipponeHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAFeb 7, 2019Feb 13, 2019
Robert Lynn HallGlobal Financial Private Capital, Inc. BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2019Jan 2, 2019
Cody Aaron AustinL.M. Kohn & Company independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIADec 10, 2018Dec 13, 2018
Anthony Michael AulffoMML Investors Services, LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2018Dec 10, 2018
William Rhett RobersonWealth Covenant Group LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 31, 2018May 6, 2019 (187 d)
Christopher W CercyBrookstone Asset Management, LLC independent RIABrookstone Wealth Advisors, LLC otherOtherOct 15, 2018Jul 3, 2017
Deanna Schuler OrfKrilogy independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAOct 4, 2018Oct 2, 2018
Steven Lee FloydFocus1advisors unclassifiedBrookstone Wealth Advisors, LLC independent RIAOtherSep 12, 2018May 29, 2018
Eric Chandler JohnsonGeiger Wealth Management state registeredBrookstone Wealth Advisors, LLC independent RIAOtherAug 24, 2018Aug 30, 2018
Curtis Gordon MacomberEsi Financial Advisors BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2018Aug 29, 2018
John Henry RepassEsi Financial Advisors BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2018Aug 29, 2018
Collin Daniel MacomberEsi Financial Advisors BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2018Aug 27, 2018
Danny Eugene WardBedrock Investment Advisors independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAAug 8, 2018Aug 23, 2018
Mark Jeffrey OrrHorter Investment Management, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 26, 2018Aug 16, 2018
Paul Edward KobilkaMercer Global Advisors Inc. independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 17, 2018Feb 20, 2019 (218 d)
Christopher Marte HoffmanGlobal Financial Private Capital, Inc. BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2018Apr 27, 2018
Donald Ray RiceTransamerica Financial Advisors, LLC BD affiliatedBrookstone Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 14, 2018May 4, 2020 (690 d)
Peter Craig MendellElevation Capital Advisory independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 4, 2018Feb 12, 2025 (2506 d)
Sebastian Raul RuelasLPL Financial LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 21, 2018May 17, 2019 (422 d)
Kevin Bradford GeigerTsfg, LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAMar 1, 2018Mar 5, 2018
Nicholas Mark BunioEllis Investment Partners, LLC otherBrookstone Wealth Advisors, LLC independent RIAOtherFeb 23, 2018Jun 17, 2019 (479 d)
Devin Ray PetersonAllegis Investment Advisors, LLC otherBrookstone Wealth Advisors, LLC independent RIAOtherDec 31, 2017Jan 5, 2018
Nancy Lee BartolameolliMotiv8 Investments LLC independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIADec 13, 2017Dec 21, 2017
Ian Reid MaxwellSowell Management otherBrookstone Wealth Advisors, LLC otherOtherDec 7, 2017Nov 2, 2017
Steven Harverd GreigFortress Wealth Management unclassifiedBrookstone Wealth Advisors, LLC no RAUMOtherDec 4, 2017Oct 2, 2023 (2128 d)
Donald Gene DurrProsperity Economics Partners, LLC no RAUMBrookstone Wealth Advisors, LLC independent RIAOtherNov 20, 2017Feb 18, 2020 (820 d)
Eileen Carney YbanezSecurian Financial Services, Inc. otherBrookstone Wealth Advisors, LLC independent RIAOtherNov 14, 2017Oct 28, 2019 (713 d)
Luis Francisco RosaEquanimity Financial Partners otherBrookstone Wealth Advisors, LLC independent RIAOtherOct 27, 2017Nov 14, 2017
Brian Jay BewleyHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherAug 31, 2017Sep 11, 2017
Robert Thomas McmahonGradient Wealth Management otherBrookstone Wealth Advisors, LLC otherOtherAug 25, 2017Sep 6, 2017
Barbara Jean SwiatekUSA Financial Securities LLC otherBrookstone Wealth Advisors, LLC otherOtherJul 31, 2017Jul 31, 2017
David Andrew BrooksBroadpoint Financial, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherJul 20, 2017May 9, 2017
Geoffrey Ervin Lester-GeorgeGradient Investments, LLC otherBrookstone Wealth Advisors, LLC otherOtherJul 14, 2017Jul 21, 2017
Charles Halbert DingmanSecurities America Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherJul 6, 2017Jul 12, 2017
Thomas Edward EaglehouseAdvice & Planning Services LLC independent RIABrookstone Wealth Advisors, LLC otherOtherJun 13, 2017Apr 19, 2017
Joseph Ivan FishmanGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherJun 7, 2017Jun 19, 2017
Michael Thomas RiedmillerRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMay 17, 2017May 25, 2017
Michael Abner KalischIndependent Financial Partners otherBrookstone Wealth Advisors, LLC otherOtherMay 9, 2017May 24, 2017
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296 moves match.