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 Asset 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
Wesley Michael WhiteBrookstone Wealth Advisors, LLC no RAUMBrookstone Asset Management, LLC otherOtherSep 9, 2026Jan 28, 2015
Donald Raymond Delaria, Jr.Freedom Investment Management, Inc. independent RIABrookstone Asset Management, LLC otherOtherJul 31, 2025Oct 23, 2015
Michael Adam WillardAlloy Investment Management state registeredBrookstone Asset Management, LLC independent RIAOtherMay 20, 2025Aug 3, 2020
Edward Clymer BarnardBts Asset Management, Inc. independent RIABrookstone Asset Management, LLC otherOtherDec 31, 2022Sep 5, 2014
John Burke BalcerzakGradient Investments, LLC independent RIABrookstone Asset Management, LLC independent RIARIA to RIADec 13, 2022Apr 5, 2018
Brendan Vincent GradyClarity Financial Group, Inc. unclassifiedBrookstone Asset Management, LLC independent RIAOtherOct 31, 2022Jan 3, 2018
Willis Don HeslepCpr Investments Inc independent RIABrookstone Asset Management, LLC independent RIARIA to RIAFeb 6, 2020Feb 7, 2020
Jonathan Moser SpatzEpic Financial Advisors LLC unclassifiedBrookstone Asset Management, LLC independent RIAOtherSep 12, 2019Aug 13, 2019
Paul Scott TaylorBrookstone Wealth Advisors, LLC independent RIABrookstone Asset Management, LLC otherOtherJun 6, 2019Sep 12, 2014
Steven Kent LewisBrookstone Capital Management LLC independent RIABrookstone Asset Management, LLC independent RIARIA to RIADec 31, 2018Jun 3, 2019 (154 d)
Joseph Cain LeonardBrookstone Wealth Advisors, LLC independent RIABrookstone Asset Management, LLC otherOtherApr 9, 2018Oct 21, 2014
Donald Brian TrentlageBrookstone Wealth Advisors, LLC independent RIABrookstone Asset Management, LLC otherOtherDec 26, 2017Jul 23, 2015
Brian Richard RaleighGlobal Financial Private Capital, Inc. otherBrookstone Asset Management, LLC otherOtherOct 11, 2017Apr 19, 2017
Matthew Keith UnderwoodBrookstone Wealth Advisors, LLC otherBrookstone Asset Management, LLC otherOtherAug 28, 2017Nov 10, 2016
Thaddeus Timothy BraunFifth Third Securities, Inc. otherBrookstone Asset Management, LLC otherOtherAug 7, 2017Aug 14, 2017
Daniel Ryan WhelessBrookstone Wealth Advisors, LLC otherBrookstone Asset Management, LLC otherOtherApr 27, 2017Jul 19, 2016
Kevin Randall Eugene BerryFreedom Investment Management, Inc. otherBrookstone Asset Management, LLC otherOtherJul 5, 2016Jul 25, 2016
Paul Daniel SpurlockBrookstone Wealth Advisors, LLC otherBrookstone Asset Management, LLC otherOtherMay 13, 2016Feb 5, 2015
Jade Aaron RossbackAdvisory Alpha, LLC otherBrookstone Asset Management, LLC otherOtherNov 7, 2014Jan 6, 2015 (60 d)
Lies Angela RusticusRegal Investment Advisors LLC otherBrookstone Asset Management, LLC otherOtherOct 13, 2014Dec 11, 2014 (59 d)
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20 moves match.