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
Randy Leon FloydFloyd Financial Group LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJun 29, 2026Jul 8, 2026
Stacey ParnumBrookwood Investment Group independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJun 3, 2026Apr 23, 2026
Vincent Patrick PaganoPagano Wealth Management LLC unclassifiedBrookstone Wealth Advisors, LLC no RAUMOtherMay 19, 2026Jun 9, 2025
Walter C RichardsonCs Planning Corp independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMay 11, 2026May 4, 2026
Nicholas John SennottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrookstone Wealth Advisors, LLC no RAUMOtherApr 15, 2026Apr 22, 2026
Philip J ReschYour Ia, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 6, 2026Apr 13, 2026
Eric Christopher LandryEquitable Advisors, LLC national BDBrookstone Wealth Advisors, LLC no RAUMOtherMar 20, 2026Mar 16, 2026
David Kevin SeitzerRooted Wealth Advisors independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 26, 2026Feb 2, 2026
Todd Mathew GedrynCommonwealth Financial Network national BDBrookstone Wealth Advisors, LLC no RAUMOtherJan 2, 2026Jan 17, 2025
Daniel Ryan WhelessAwm Financial Services Inc. independent RIABrookstone Wealth Advisors, LLC otherOtherDec 31, 2025Jul 19, 2016
James Jay GantherPrincipal Securities, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherOct 28, 2025Mar 12, 2026 (135 d)
Frank Wilhelm KapitzaParamount Financial state registeredBrookstone Wealth Advisors, LLC no RAUMOtherSep 30, 2025Mar 2, 2026 (153 d)
Jaideep ChawlaIndependent Financial Partners BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherAug 29, 2025Aug 28, 2025
David Doron MehlerBrookstone Capital Management LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJun 26, 2025Jun 23, 2023
James Harvey BeattyShankland Financial Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJun 13, 2025Jul 14, 2025 (31 d)
Rebecca BeattyShankland Financial Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMay 23, 2025Jun 11, 2025
John Alden BurnettShankland Financial Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMay 15, 2025May 21, 2025
Ricardo Fabian GonzalesGradient Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 10, 2025Apr 11, 2025
Carl Elgus HoweAe Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 29, 2025Jan 28, 2025
Adam Jay BlainBrookstone Capital Management LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 15, 2025Jan 14, 2025
Kristina BurgessCambridge Investment Research Advisors, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherDec 31, 2024Jan 8, 2025
Ernesto PachecoFoundations Investment Advisors LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherDec 26, 2024Nov 21, 2024
Emmett BullenEsi Financial Advisors independent RIABrookstone Wealth Advisors, LLC no RAUMOtherOct 18, 2024Oct 16, 2024
Michael Bruce McgheeProstatis Financial Advisors Group independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 26, 2024May 8, 2025 (224 d)
Eric R FaidleyAe Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 13, 2024Sep 16, 2024
Adam Nidal NaserGradient Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 6, 2024Sep 11, 2024
Ryan Christian O'ConnorGradient Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 6, 2024Sep 6, 2024
Jeanne Stacey SnowhiteWoodstock Wealth Management, Inc. independent RIABrookstone Wealth Advisors, LLC no RAUMOtherAug 6, 2024Apr 9, 2025 (246 d)
Victoria Elaine LarsonAe Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJul 29, 2024Jul 29, 2024
Heather Lee PariseauAe Wealth Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJul 29, 2024Sep 5, 2024 (38 d)
John Louis LombardoSound Income Strategies, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJul 15, 2024Nov 24, 2025 (497 d)
Mark Gordon HuhtaGradient Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJun 5, 2024Jun 13, 2024
Charles Randolph LeeOsaic Wealth, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherMay 31, 2024May 28, 2024
Thomas Joseph AlleyTalon LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherMay 20, 2024Apr 11, 2023
Eric Vaughn CravenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBrookstone Wealth Advisors, LLC no RAUMOtherMay 10, 2024Jun 13, 2024 (34 d)
James B ReganSharpepoint, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 23, 2024Feb 12, 2024
Donald Brian TrentlageTriumph Wealth Advisors, Inc. independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 19, 2024Jun 4, 2024 (46 d)
Raul Antonio GomezElevated Capital Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 16, 2024Apr 17, 2024
Jonathon Edward ArmstrongFacet independent RIABrookstone Wealth Advisors, LLC no RAUMOtherApr 15, 2024Apr 25, 2024
Steven Edward DrahozalSecurities America Advisors, Inc. BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherFeb 23, 2024Feb 13, 2024
Joshua WilliamsonTransamerica Financial Advisors, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherFeb 21, 2024Apr 11, 2024 (50 d)
Anthony Louis FontanaAe Wealth Management, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherFeb 5, 2024Feb 1, 2024
Cynthia Lynn YoungcourtAffinity Wealth Management LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherFeb 1, 2024Feb 14, 2024
Philip Thomas PurpuraRoyal Fund Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 29, 2024Jan 30, 2024
Wesley Dean BurdetteImpact Partnership Wealth, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 24, 2024Jan 7, 2026 (714 d)
Diane BrewerVirtue Capital Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 9, 2024Jan 4, 2024
Patrick B. MilesSafeguard Investment Advisory Group, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJan 2, 2024Feb 6, 2024 (35 d)
Hamid R ClarkUnited Advisors America independent RIABrookstone Wealth Advisors, LLC no RAUMOtherNov 30, 2023Nov 30, 2023
Andy MitkowskiElevated Capital Advisors, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherNov 20, 2023Nov 30, 2023
Robert Eli AllamonAe Wealth Management, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherNov 13, 2023Nov 13, 2023
Robert Kenneth LeatherwoodAe Wealth Management, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherNov 13, 2023Nov 14, 2023
Jason Mark WeckelAe Wealth Management, LLC BD affiliatedBrookstone Wealth Advisors, LLC no RAUMOtherNov 7, 2023Nov 1, 2023
Larry Mckinley HalesBedrock Investment Advisors independent RIABrookstone Wealth Advisors, LLC no RAUMOtherNov 1, 2023Oct 18, 2024 (352 d)
Tracey Lynn SpikesSequent Planning, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherOct 17, 2023Feb 21, 2024 (127 d)
Jacob Alexander SerfasAttivo Legacy Advisors, LLC state registeredBrookstone Wealth Advisors, LLC no RAUMOtherOct 12, 2023Jan 2, 2026 (813 d)
Harry Redmond GreeneRedhawk Wealth Advisors, Inc. mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIASep 27, 2023Nov 29, 2022
Nathan L ClarkVirtue Capital Management, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherSep 11, 2023Sep 19, 2023
Tamie BallLifepro Asset Management independent RIABrookstone Wealth Advisors, LLC no RAUMOtherAug 18, 2023Oct 26, 2023 (69 d)
Michael Ybarra RojasFinancial & Tax Architects, LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJul 14, 2023Oct 16, 2023 (94 d)
George Richard RepaskyFoundations Investment Advisors LLC independent RIABrookstone Wealth Advisors, LLC no RAUMOtherJul 6, 2023Jun 28, 2023
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296 moves match.