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Wesley Michael White

Brookstone Capital Management LLC

Raleigh, NC

Brookstone Wealth Advisors, LLC

Raleigh, NC

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Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-01-14
  • NC RA
    APPROVED
    Since 2022-01-14

Branch Locations

4350 Lassiter At North Ave Suite 240, Raleigh, NC 27609 • United States

Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-10-07
TX RA APPROVED_RES 2021-10-07
NC RA APPROVED 2014-03-28
  • SC RA
    APPROVED
    Since 2021-10-07
  • TX RA
    APPROVED_RES
    Since 2021-10-07
  • NC RA
    APPROVED
    Since 2014-03-28

Branch Locations

4350 Lassiter At North Hills Ave Suite 240, Raleigh, NC 27609 • 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
OrganizationCityStateFromTo
Retirement Wealth Advisors, Inc. Raleigh NC 03/2014 Present
American Planning Group, Inc. Raleigh NC 02/2007 01/2017
Patriot Wealth Management Raleigh NC 01/2017 Present
Formulafolio Investments, Llc Raleigh NC 03/2014 12/2021
Brookstone Capital Management Wheaton IL 01/2022 Present
  • 03/2014 → Present
    Retirement Wealth Advisors, Inc.
    Raleigh, NC
  • 02/2007 → 01/2017
    American Planning Group, Inc.
    Raleigh, NC
  • 01/2017 → Present
    Patriot Wealth Management
    Raleigh, NC
  • 03/2014 → 12/2021
    Formulafolio Investments, Llc
    Raleigh, NC
  • 01/2022 → Present
    Brookstone Capital Management
    Wheaton, IL
Previous Registrations
Other Businesses

1) Patriot Wealth Management (started 04/2014) Owner. Sell Insurance products. 100 hours/ month. 75 hours/ month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-28
  • S65 Uniform Investment Adviser Law Examination
    2014-03-28
Other Names
  • Wesley M. White

View on SEC IAPD

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Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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