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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Edward Wells | Money Concepts Advisory Service BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2026 | Sep 17, 2026 |
| Austin Taylor Kobilka | Brookstone Wealth Advisors, LLC no RAUM | Brookstone Capital Management LLC independent RIA | Other | Sep 9, 2026 | Jan 14, 2022 |
| Samuel Joshua Graff | Rise North Capital Investment Advisors independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jul 30, 2026 |
| Chad Patrick Budy | Simplicity Wealth mixed wealth | Brookstone Capital Management LLC independent RIA | RIA to RIA | May 11, 2026 | May 19, 2026 |
| Joseph Hamoui | LPL Enterprise, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | Jan 16, 2026 |
| Sarah Stevenson | Capital Insight Partners, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jan 2, 2026 | May 14, 2026 (132 d) |
| Matthew Geiger | Equitable Advisors, LLC national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2025 | Sep 9, 2026 (280 d) |
| Michael Peregrym | Edward Jones national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 7, 2025 |
| Charles Garofalo | Ronald Gelok & Associates, LLC state registered | Brookstone Capital Management LLC independent RIA | Other | Sep 19, 2025 | Dec 11, 2025 (83 d) |
| Trevor Hull | Beacon Global Advisor Network, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 22, 2025 | Sep 9, 2025 (49 d) |
| Chandra Ellen Halverson | Strategic Wealth Investment Group, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 9, 2025 | Dec 16, 2025 (160 d) |
| Keith Joseph Hubbard | J.P. Morgan Securities LLC wirehouse | Brookstone Capital Management LLC independent RIA | Wirehouse to independent RIA | May 18, 2025 | Jul 10, 2025 (53 d) |
| David A Tetley | Sound Income Strategies, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Apr 15, 2025 | Apr 16, 2025 |
| Francis Anthony Higgins | Ae Wealth Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Mar 26, 2025 | Apr 3, 2025 |
| Mary Bridget Riley | Ae Wealth Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Mar 26, 2025 | Mar 31, 2025 |
| Andrew Gregory Castro | Fidelity Personal And Workplace Advisors BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2025 | Apr 17, 2025 (36 d) |
| Christopher Silviano Alvarez | Impact Investors independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 14, 2025 |
| Cole Andrew Swearingen | Curi Capital, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Feb 5, 2025 | Feb 20, 2025 |
| Zachary Cole Howard | Stifel, Nicolaus & Company, Incorporated national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2024 | Dec 19, 2024 |
| Andrea C Jevne | Ameriprise Financial Services, LLC national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2024 | Jan 29, 2025 (121 d) |
| Trenton James Grens | Assetmark, Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 25, 2024 | Apr 7, 2026 (559 d) |
| Bart Andrew Newman | Iams Wealth Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Sep 11, 2024 | Sep 13, 2024 |
| Joseph Paul Daly | Redhawk Wealth Advisors, Inc. independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Aug 1, 2024 | Aug 1, 2024 |
| Crissman Scott Crombie | Elevated Capital Advisors, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jun 13, 2024 | Jul 17, 2024 (34 d) |
| Jesus A Jaramillo | Thrivent Investment Management Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2024 | Jul 3, 2024 |
| Reid Schmideler | Foundations Investment Advisors LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jan 2, 2024 | Feb 17, 2022 |
| Jason Westbrook Kyle | Mutual Of Omaha Investor Services, Inc. independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 11, 2023 | Jul 9, 2024 (211 d) |
| James Jeffrey Proctor | Gradient Advisors, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 1, 2023 | Nov 30, 2023 |
| Kelley Eugene Velasquez | Secure Investment Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Nov 6, 2023 | Apr 18, 2023 |
| Benjamin Robert Kleck | Td Private Client Wealth LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2023 | Aug 8, 2024 (283 d) |
| David Eric Globke | Hornor, Townsend & Kent, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Oct 10, 2023 |
| Melody Joy Pinkston | Hornor, Townsend & Kent, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Oct 9, 2023 |
| Larry Dale Roby | Hornor, Townsend & Kent, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 5, 2023 | Oct 9, 2023 |
| Mario P Dela Cerna | Secure Investment Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Sep 15, 2023 | Oct 10, 2023 |
| Tyler Roy Bruns | Wells Fargo Advisors wirehouse | Brookstone Capital Management LLC independent RIA | Wirehouse to independent RIA | Aug 25, 2023 | Sep 5, 2024 (377 d) |
| Trevor John Czerniejewski | Cadaret Grant & Co Inc BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2023 | Oct 12, 2023 (87 d) |
| Shane Patrick Hostetler | Pruco Securities, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2023 | Nov 13, 2024 (489 d) |
| Ashley Rebecca Thacker | Guidestone Advisors independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 6, 2023 | Feb 25, 2025 (600 d) |
| Thomas Rachelski | Sonnet Financial Technologies LLC unclassified | Brookstone Capital Management LLC independent RIA | Other | May 17, 2023 | Apr 11, 2022 |
| Andrea Smith | J.P. Morgan Securities LLC wirehouse | Brookstone Capital Management LLC independent RIA | Wirehouse to independent RIA | Apr 4, 2023 | May 1, 2023 |
| David Doron Mehler | Advisory Services Network independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Feb 24, 2023 | Jun 23, 2023 (119 d) |
| Mark J Sommerville | LPL Financial LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 28, 2023 |
| Mary Elaine Lanterman | El Camino Real Financial Advisors state registered | Brookstone Capital Management LLC independent RIA | Other | Dec 8, 2022 | Feb 2, 2023 (56 d) |
| Leslie Kathryn Hollingsworth | Bedrock Investment Advisors independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 8, 2022 | Feb 24, 2022 |
| Natalie Elizabeth Allard-Arell | Primerica Advisors national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2022 | Oct 26, 2022 |
| James Donald Koester | Secure Asset Management, L.L.C. independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Oct 10, 2022 | Sep 12, 2022 |
| Peter Svend Tychsen | Brookstone Wealth Advisors, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Sep 8, 2022 | Oct 6, 2021 |
| Alfred Costanzo | Florida Financial Advisors, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2022 | Sep 20, 2022 |
| John Timothy Keefe | Secure Investment Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 27, 2022 | May 28, 2020 |
| Kevin Robert Osborn | Fifth Third Securities, Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2022 | Jul 28, 2022 |
| John Michael Convery | Brookstone Wealth Advisors, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jul 11, 2022 | Oct 6, 2021 |
| William Patrick Hinder | Transamerica Financial Advisors, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2022 | Jun 16, 2022 |
| Douglas Eugene Henke | Creative Financial Designs, Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2022 | Mar 28, 2022 |
| Michael James Whitmore | The Retirement Solution LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jan 26, 2022 | Feb 2, 2022 |
| Chessada Terrell Laney | Brookstone Asset Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 31, 2021 | Feb 17, 2022 (48 d) |
| Wesley Michael White | Brookstone Asset Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Dec 31, 2021 | Jan 14, 2022 |
| Robert Owen Radford | Cambridge Investment Research Advisors, Inc. BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2021 | Sep 17, 2021 |
| Joseph Charles Wilkinson | Great Lakes Wealth, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Sep 15, 2021 | Sep 2, 2021 |
| Ajaz Rahman | Ameriprise Financial Services, LLC national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2021 | Oct 13, 2021 (54 d) |
| Patricia Dailey | Primerica Advisors national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 16, 2021 | Aug 18, 2021 |
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343 moves match.