Brian Edward Green

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 04/2021
  John P. Dubots Capital Management, Llc
  Temecula, CA
• 04/2018 → Present
  3 Point Financial Solutions, Sole Proprietor
  Coudersport, PA
• 08/2019 → Present
  Big 30 Athletic Corporation
  Coudersport, PA
• 07/2015 → 04/2018
  New York Life
  Williamsville, NY
• 06/2005 → 05/2019
  Coudersport Area School District
  Coudersport, PA
• 04/2021 → 03/2022
  Changepath, Llc
  Leawood, KS
• 03/2022 → 02/2023
  Bison Advisors, Llc
  Hartwell, GA
• 02/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL

Previous Registrations

• 2022-03-11 → 2023-03-14
  Bison Wealth, Llc
  Coudersport, PA
• 2021-04-12 → 2022-03-14
  Creativeone Wealth, Llc
  Overland Park, KS
  Coudersport, PA
• 2020-03-20 → 2021-07-30
  John P. Dubots Capital Management, Llc
  Coudersport, PA
  Temecula, CA
• 2021-04-09 → 2021-04-15
  John P. Dubots Capital Management, Llc
  Coudersport, PA
  Temecula, CA

Other Businesses

1. 3 POINT FINANCIAL SOLUTIONS, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; 04/2018; COUDERSPORT, PA; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING SECURITIES TRADING 2. BIG 30 ATHLETIC CORPORATION; NOT INVESTMENT RELATED; PRESIDENT; 08/2019; COUDERSPORT, PA; LESS THAN 1 HOUR PER MONTH; NO TIME SPENT DURING SECURITIES TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-03
• S63 Uniform Securities Agent State Law Examination
  1998-09-22