DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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
Bryan Michael RichHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMay 10, 2019May 10, 2019
Robert B JorgensenSpire Wealth Management, LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2019Mar 19, 2020 (324 d)
Robert Joel EisenbergGradient Advisors, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 30, 2019Jul 13, 2020 (440 d)
Thomas Richard YoungKaizen Advisory, LLC asset managerBrookstone Capital Management LLC independent RIAOtherApr 23, 2019Mar 25, 2021 (702 d)
Gregory Scott ShumanSequent Planning, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 15, 2019Oct 17, 2019 (185 d)
Francis Anthony HigginsFinancial & Tax Architects, LLC mixed wealthBrookstone Capital Management LLC independent RIARIA to RIAApr 4, 2019Mar 27, 2019
Nathan L ParchmanCambridge Capital Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 4, 2019Jun 10, 2019 (67 d)
Mark Lee ElafrosAmerican Trust Investment Services, Inc. unclassifiedBrookstone Capital Management LLC independent RIAOtherApr 1, 2019Jan 15, 2020 (289 d)
April Reed CrewsVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 12, 2018
Susan Charlson Mcnamara MusilVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Dec 14, 2018
Daniel George CrewsVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 24, 2018
Abby Christine ReedVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 19, 2018
Russell Edward HarrisPeak American Investment Advisors, Inc. independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 25, 2019Sep 6, 2019 (165 d)
Katherine Yvonne FowlerCapital One Investing, Inc. independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 1, 2019Nov 6, 2020 (616 d)
Christopher John VealSecure Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAFeb 13, 2019Jan 20, 2026 (2533 d)
Arif Madad AliGlobal Financial Private Capital, Inc. BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2019Jan 29, 2019
Stephen Andrew YoungCrown Capital Securities, L.P. independent RIABrookstone Capital Management LLC independent RIARIA to RIADec 31, 2018Mar 9, 2021 (799 d)
Dean Edward StatlerCreativeone Wealth, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIADec 21, 2018Jan 16, 2019
Lloyd Vernon ChildressRegal Investment Advisors LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2018Dec 19, 2018
Sage Vincent CaponeFoundations Investment Advisors LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAOct 23, 2018Oct 22, 2018
Brendan David BakstMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrookstone Capital Management LLC independent RIAWirehouse to independent RIAOct 4, 2018Jan 28, 2020 (481 d)
Andrew Joseph CamlinArcadia Wealth Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIASep 20, 2018Oct 25, 2018 (35 d)
Michael Joseph BeshoarForesters Equity Services, Inc. BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2018Sep 5, 2018
Raymond P. KondlerPrivate Portfolio Partners, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAAug 14, 2018Jan 6, 2026 (2702 d)
Canaan Trace PenlandHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAAug 14, 2018Aug 14, 2018
Darin LouwMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrookstone Capital Management LLC independent RIAWirehouse to independent RIAAug 1, 2018May 27, 2020 (665 d)
Benjamin Latroy RobinsonOneamerica Securities, Inc. BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2018Jun 19, 2018
Nancy Williams SchilreffHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMay 15, 2018Oct 9, 2019 (512 d)
Timothy Michael FallonHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 25, 2018Apr 25, 2018
Thomas Gerard AvellinoHorter Investment Management, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAApr 3, 2018Nov 13, 2019 (589 d)
Matthew Eric StockburgerCapital Investment Advisory Services, LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2018Apr 12, 2018
Ken David WalbridgeKen Walbridge Financial Planning, LLC unclassifiedBrookstone Capital Management LLC otherOtherMar 28, 2018Mar 3, 2017
Chad Vincent CassianiFirst Advisors National, LLC otherBrookstone Capital Management LLC otherOtherMar 27, 2018Mar 2, 2018
David Nelson HarperRegal Investment Advisors LLC otherBrookstone Capital Management LLC independent RIAOtherMar 19, 2018Mar 19, 2018
Melissa Rene HarperRegal Investment Advisors LLC otherBrookstone Capital Management LLC otherOtherMar 19, 2018Mar 15, 2018
Joshua Brandon MusickSecure Investment Management, LLC otherBrookstone Capital Management LLC otherOtherMar 15, 2018Mar 16, 2018
John Eugene PerezPrincipal Securities, Inc. otherBrookstone Capital Management LLC independent RIAOtherFeb 24, 2018Apr 26, 2018 (61 d)
Walter John WestCenter Street Advisors, Inc. BD affiliatedBrookstone Capital Management LLC otherOtherFeb 14, 2018Jan 2, 2018
Eric James GlassbrennerCenter Street Advisors, Inc. BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2018Jul 26, 2018 (162 d)
Christopher Kelly BartonMML Investors Services, LLC otherBrookstone Capital Management LLC independent RIAOtherFeb 14, 2018Jul 11, 2018 (147 d)
Kenneth GreenwoodCambridge Investment Research Advisors, Inc. otherBrookstone Capital Management LLC otherOtherFeb 6, 2018Jan 18, 2018
Robert Wallace ScullenGlobal Financial Private Capital, Inc. otherBrookstone Capital Management LLC independent RIAOtherFeb 1, 2018Aug 19, 2024 (2391 d)
Robert Travis EvansVirtue Capital Management, LLC independent RIABrookstone Capital Management LLC otherOtherJan 23, 2018Jan 31, 2018
Douglas J RollerNtb Advisors, A Division Of Ntb Financial Corporation otherBrookstone Capital Management LLC otherOtherJan 15, 2018Jan 11, 2018
Joshua L MillardNtb Advisors, A Division Of Ntb Financial Corporation otherBrookstone Capital Management LLC otherOtherJan 15, 2018Jan 11, 2018
Lawrence R DeleggeDelegge Financial Services, LLC unclassifiedBrookstone Capital Management LLC otherOtherDec 31, 2017Apr 1, 2015
David Mcdowell BryantPatriot Investors unclassifiedBrookstone Capital Management LLC otherOtherDec 31, 2017Mar 29, 2017
Stephen Albert MorrisOnpointe Advisory And Financial Services, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIADec 31, 2017Jun 26, 2018 (177 d)
Thomas Michael ToggasRoyal Fund Management, LLC otherBrookstone Capital Management LLC independent RIAOtherDec 8, 2017Jan 28, 2025 (2608 d)
James Gerard HuhnSpc otherBrookstone Capital Management LLC independent RIAOtherNov 17, 2017Nov 6, 2019 (719 d)
Brian David HavermannHavermann Financial Services, Inc. unclassifiedBrookstone Capital Management LLC otherOtherNov 14, 2017May 5, 2017
Glenn Ray PriceFirst Advisors National, LLC otherBrookstone Capital Management LLC otherOtherNov 13, 2017Nov 17, 2017
William Jonathan ScottFirst Advisors National, LLC otherBrookstone Capital Management LLC independent RIAOtherNov 13, 2017Jan 7, 2026 (2977 d)
John Paul ReisingReising Financial Services, Inc. unclassifiedBrookstone Capital Management LLC independent RIAOtherOct 26, 2017May 24, 2019 (575 d)
Stephen Bryan DaneyBetter Money Decisions independent RIABrookstone Capital Management LLC independent RIARIA to RIAOct 26, 2017Oct 10, 2023 (2175 d)
Pelayo Nicholas GarciaSecure Investment Management, LLC otherBrookstone Capital Management LLC otherOtherAug 22, 2017Aug 30, 2017
Paula Carole PassCenter Street Advisors, Inc. otherBrookstone Capital Management LLC otherOtherJul 31, 2017Jul 31, 2017
Mcgarry P MurrayHorter Investment Management, LLC otherBrookstone Capital Management LLC otherOtherJul 27, 2017Jul 24, 2017
Mary Bridget RileyHorter Investment Management, LLC otherBrookstone Capital Management LLC independent RIAOtherJun 30, 2017May 16, 2018 (320 d)
Peter James ConwaySgl Financial, LLC otherBrookstone Capital Management LLC otherOtherJun 23, 2017Jun 19, 2017
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343 moves match.