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
Eric Robert LahaieCreativeone Wealth, LLC otherBrookstone Wealth Advisors, LLC otherOtherApr 13, 2017Apr 20, 2017
Howard Elliott KaplanWealth Watch Advisors, Inc otherBrookstone Wealth Advisors, LLC otherOtherMar 31, 2017Apr 19, 2017
Sean Allen MasonMatrix Private Wealth Solutions, Corp. unclassifiedBrookstone Wealth Advisors, LLC otherOtherMar 29, 2017Mar 27, 2017
Derek Michael IfasiAe Wealth Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMar 13, 2017Mar 21, 2017
Michael Steven SondheimAe Wealth Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMar 10, 2017Mar 13, 2017
Gary Richard LoducaHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherMar 6, 2017Mar 14, 2017
Lyndon Richard HarrisonGrace Capital Management, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherMar 3, 2017Mar 24, 2017
Brent Allen FordGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMar 2, 2017Mar 8, 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
John Michael ConveryNtb Advisors, A Division Of Ntb Financial Corporation otherBrookstone Wealth Advisors, LLC independent RIAOtherFeb 2, 2017Dec 13, 2017 (314 d)
William Clay TuckerAsset Management Strategies, Inc. otherBrookstone Wealth Advisors, LLC otherOtherDec 20, 2016Jul 3, 2017 (195 d)
Steven Michael MilliganOn Investment Management Co otherBrookstone Wealth Advisors, LLC otherOtherNov 3, 2016Dec 21, 2016 (48 d)
Matthew Keith UnderwoodVanguard Advisers, Inc. otherBrookstone Wealth Advisors, LLC otherOtherOct 24, 2016Nov 10, 2016
Eli MizrahiAe Wealth Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherSep 20, 2016Sep 23, 2016
Paul Scott TaylorCapital Investment Advisors, Inc unclassifiedBrookstone Wealth Advisors, LLC otherOtherSep 13, 2016Sep 11, 2014
William Robert WinnSgl Financial, LLC otherBrookstone Wealth Advisors, LLC otherOtherSep 7, 2016Sep 22, 2016
Hugh Don StallworthGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherAug 16, 2016Aug 23, 2016
Shannon Craton StallworthGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherAug 16, 2016Aug 22, 2016
Maria Geralyn FliessSgl Financial, LLC otherBrookstone Wealth Advisors, LLC otherOtherJul 21, 2016Jul 26, 2016
Benjamin Noel WebsterLPL Financial LLC otherBrookstone Wealth Advisors, LLC otherOtherJul 20, 2016Nov 4, 2016 (107 d)
Steven Eugene BoyerWealth Watch Advisors, Inc otherBrookstone Wealth Advisors, LLC otherOtherJun 28, 2016Jun 29, 2016
Bryan K GaiserCapital Investment Advisors, Inc unclassifiedBrookstone Wealth Advisors, LLC otherOtherJun 13, 2016Jul 11, 2014
Douglas Marc SingerRedhawk Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMay 3, 2016Nov 22, 2016 (203 d)
Gina Camille WellsGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMay 2, 2016May 9, 2016
Jacquelyn Renea CampbellTriumph Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherApr 13, 2016Apr 26, 2016
Richard Bryan SimpsonDynamic Financial Management, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherApr 7, 2016May 11, 2016 (34 d)
Erick J ArnettTriumph Wealth Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherMar 2, 2016Mar 24, 2016
Rory RichardPark Avenue Securities LLC otherBrookstone Wealth Advisors, LLC independent RIAOtherFeb 23, 2016Jun 17, 2019 (1210 d)
Christopher James BulmanAmeritas Advisory Services otherBrookstone Wealth Advisors, LLC otherOtherFeb 10, 2016Feb 11, 2016
Ronald Scott TetleyCreative Advisors, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherJan 13, 2016Dec 8, 2014
Patrick Michael MuellerGlobal Financial Private Capital, Inc. otherBrookstone Wealth Advisors, LLC otherOtherJan 13, 2016Jan 20, 2016
Richard Scott EhrlichVann Equity Management LLC no RAUMBrookstone Wealth Advisors, LLC otherOtherJan 12, 2016Jan 25, 2016
Mark GoldfingerRvw Wealth LLC otherBrookstone Wealth Advisors, LLC otherOtherJan 4, 2016Jan 11, 2016
Gulam Amir FazelLPL Financial LLC otherBrookstone Wealth Advisors, LLC otherOtherDec 23, 2015Jan 28, 2016 (36 d)
Joshua Jon PerkinsFirst Retirement Advisors, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherDec 17, 2015Dec 15, 2015
Kyon PannillUSA Financial Securities LLC otherBrookstone Wealth Advisors, LLC otherOtherDec 7, 2015Aug 12, 2016 (249 d)
Gary James SiposHorter Investment Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherNov 16, 2015Nov 23, 2015
Walter Lake GeorgeAmeritas Advisory Services otherBrookstone Wealth Advisors, LLC otherOtherNov 6, 2015Oct 29, 2015
James David HairfordMsi Financial Services, Inc. otherBrookstone Wealth Advisors, LLC otherOtherOct 21, 2015Feb 25, 2016 (127 d)
Jennifer Rebbecca LahaieGrace Capital Management, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherSep 30, 2015Oct 15, 2015
John Martini JansenOn Investment Management Co otherBrookstone Wealth Advisors, LLC otherOtherSep 28, 2015Sep 18, 2015
Jeremy J ReifMidwest Professional Planners, Ltd. otherBrookstone Wealth Advisors, LLC otherOtherSep 14, 2015Aug 31, 2015
Jeremiah Joel SmithMidwest Professional Planners, Ltd. otherBrookstone Wealth Advisors, LLC otherOtherSep 14, 2015Aug 31, 2015
Christopher John LetendreLetendre, Christopher J. unclassifiedBrookstone Wealth Advisors, LLC otherOtherSep 3, 2015Apr 16, 2015
Aaron Michael HailRetirement Planners Of America otherBrookstone Wealth Advisors, LLC otherOtherAug 24, 2015Oct 6, 2015 (43 d)
Jeffery Paul LewisFinancial Advocates Investment Management otherBrookstone Wealth Advisors, LLC otherOtherJun 12, 2015Jun 17, 2015
Cody James LewisCg Advisory Services otherBrookstone Wealth Advisors, LLC otherOtherApr 30, 2015Sep 12, 2014
Morris Craig MoserAdvisory Services Network otherBrookstone Wealth Advisors, LLC otherOtherApr 17, 2015Apr 8, 2015
Ronald Bradford CookRoyal Fund Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherApr 13, 2015Apr 27, 2015
Timothy Keith KulhanekConcorde Asset Management, LLC otherBrookstone Wealth Advisors, LLC otherOtherFeb 13, 2015Mar 6, 2015
Matthew Sydney CurtisSpringer Financial Advisors otherBrookstone Wealth Advisors, LLC otherOtherJan 2, 2015Jan 14, 2015
Billie Lavelle OdomW & M Capital Management, LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherDec 31, 2014Jun 2, 2014
Shelby Hoffman SaberonEle Advisory Services, Inc independent RIABrookstone Wealth Advisors, LLC otherOtherDec 17, 2014Jan 28, 2015 (42 d)
Jeremy Michael PalenskyEdward Jones national BDBrookstone Wealth Advisors, LLC otherOtherDec 9, 2014Feb 5, 2015 (58 d)
Randy Eugene SmithSpc otherBrookstone Wealth Advisors, LLC otherOtherNov 17, 2014Feb 13, 2015 (88 d)
Carlos Alves DiasRegal Investment Advisors LLC otherBrookstone Wealth Advisors, LLC otherOtherNov 12, 2014Dec 1, 2014
Jeffrey David JuniperBrookstone Capital Management LLC otherBrookstone Wealth Advisors, LLC otherOtherNov 5, 2014Nov 12, 2014
Carlos Alfredo CortezResource Horizons Investment Advisory, Inc. otherBrookstone Wealth Advisors, LLC otherOtherOct 30, 2014Nov 17, 2014
Adam Howard WolfWolf Investment Advisors LLC unclassifiedBrookstone Wealth Advisors, LLC otherOtherOct 27, 2014Jul 28, 2014
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296 moves match.