David Walter Wilcox

Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-14
FL	RA	APPROVED	2010-02-12

TX RA
APPROVED_RES

Since 2022-09-14
FL RA
APPROVED

Since 2010-02-12

Branch Locations

100 Village Square Crossing Suite 103, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Prosperity Financial Solutions Llc	Palm Bch Gardens	FL	01/2003	Present
David Wilcox Financial	Palm Bch Gardens	FL	04/2002	Present
Center Street Securities	Nashville	TN	11/2009	Present

01/2003 → Present

Prosperity Financial Solutions Llc

Palm Bch Gardens, FL
04/2002 → Present

David Wilcox Financial

Palm Bch Gardens, FL
11/2009 → Present

Center Street Securities

Nashville, TN

Other Businesses

PROSPERITY FINANCIAL SOLUTIONS LLC, EDUCATION OF LTC LIFE INSURANCE AND HEALTH INSURANCE SALES-INDEPENDENT. 100 VILLAGE SQUARE CROSSING SUITE 106 PALM BEACH GARDENS, FL 33410

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-22

S65 Uniform Investment Adviser Law Examination

2009-12-22

View on SEC IAPD

Employer firm

Current Employers

Brookstone Capital Management Llc

Disclosures

Employment History

Other Businesses

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