Matthew Carl Philistine

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:

Current Employers

Brookstone Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-12-02

PA RA
APPROVED

Since 2024-12-02

Branch Locations

Wilkes Barre, PA • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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
Futurity First Insurance Group	Pittsburgh	PA	02/2021	05/2021
Sequent Planning, Llc	Omaha	NE	04/2021	04/2022
Matthew Philistine, Sole Proprietor	Wilkes Barre	PA	07/2019	Present
Crump Life Insurance Services	Harrisburg	PA	04/2015	02/2021
Berkshire Hathaway Guard Insurance Group	Wilkes Barre	PA	01/2020	02/2020
Ess	Kingston	PA	04/2019	09/2019
Nepa Inclusive	Pittston	PA	06/2016	06/2018
Cpr Investments Inc	East Rochester	MI	04/2022	09/2022
Northeastern Pennsylvania Score	Wilkes Barre	PA	03/2021	09/2022
Cpr Financial Group Llc	East Rochester	MI	04/2022	09/2022
Trustmont Advisory Group, Inc.	Greensburg	PA	12/2022	01/2023
Wyoming County Chamber Of Commerce	Tunkhannock	PA	08/2024	Present
Url Insurance Group	Harrisburg	PA	02/2024	Present
First Connect Insurance Services	Austin	TX	02/2024	Present

02/2021 → 05/2021

Futurity First Insurance Group

Pittsburgh, PA
04/2021 → 04/2022

Sequent Planning, Llc

Omaha, NE
07/2019 → Present

Matthew Philistine, Sole Proprietor

Wilkes Barre, PA
04/2015 → 02/2021

Crump Life Insurance Services

Harrisburg, PA
01/2020 → 02/2020

Berkshire Hathaway Guard Insurance Group

Wilkes Barre, PA
04/2019 → 09/2019

Ess

Kingston, PA
06/2016 → 06/2018

Nepa Inclusive

Pittston, PA
04/2022 → 09/2022

Cpr Investments Inc

East Rochester, MI
03/2021 → 09/2022

Northeastern Pennsylvania Score

Wilkes Barre, PA
04/2022 → 09/2022

Cpr Financial Group Llc

East Rochester, MI
12/2022 → 01/2023

Trustmont Advisory Group, Inc.

Greensburg, PA
08/2024 → Present

Wyoming County Chamber Of Commerce

Tunkhannock, PA
02/2024 → Present

Url Insurance Group

Harrisburg, PA
02/2024 → Present

First Connect Insurance Services

Austin, TX

Previous Registrations

2022-12-12 → 2023-01-24

Trustmont Advisory Group, Inc.

Wilkes-Barre, PA

Greensburg, PA
2022-04-20 → 2022-09-23

Cpr Investments Inc

Rochester, MI

Wilkes Barre, PA
2021-04-14 → 2022-04-13

Sequent Planning, Llc

Omaha, NE

Wilkles Barre, PA

Other Businesses

MATTHEW PHILISTINE, SOLE PROPRIETOR; NOT INVESTMENT RELATED; CONTENT CREATOR; START DATE 07/2019; WILKES BARRE, PA; APPROXIMATELY 50% OF TIME URL INSURANCE GROUP AND FIRST CONNECT INSURANCE SERVICES, NOT INVESTMENT RELATED, LICENSED INSURANCE AGENT, START DATE 02/2024, WORKS PRIMARILY IN WILKES BARRE, PA AND THE SURROUNDING AREA. ASPIDA, NOT INVESTMENT RELATED, LICENSED ANNUITY AGENT, START DATE 11/2024, WORKS PRIMARILY IN WILKES BARRE, PA AND THE SURROUNDING AREA. APPROXIMATELY 25% OF TIME.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-02-16
S65	Uniform Investment Adviser Law Examination	2020-07-10

S63 Uniform Securities Agent State Law Examination

2023-02-16
S65 Uniform Investment Adviser Law Examination

2020-07-10

View on SEC IAPD