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2213 Allison Lane, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-08-03 |
| KY | RA | APPROVED | 2021-08-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roots Of Love | Jeffersonville | IN | 05/2026 | Present |
| Pmb Capital Management Llc Dba Brookstone Financial | Jeffersonville | IN | 08/2021 | Present |
| Brookstone Financial, Llc | Jeffersonville | IN | 03/2019 | Present |
| Psst Acquisition, Llc Dba Psst, Llc | Louisville | KY | 10/2018 | 03/2019 |
| Volunteers Of America Mid-States | Louisville | KY | 05/2010 | 10/2018 |
| Brookstone Development Llc | Jeffersonville | IN | 04/2021 | 08/2023 |
| Pat'S Buzy Bees Properties, Llc | Jeffersonville | IN | 06/2020 | 01/2023 |
| Pmb Capital Management, Llc Dba Brookstone Financial | Jefferson | IN | 01/2023 | Present |
| 62 Sales | Charlestown | IN | 07/2023 | 08/2025 |
(1) BROOKSTONE FINANCIAL; INV-RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES; JEFFERSONVILLE, IN; START 03/2019; APPROX 100 HRS PER MONTH SPENT IN THIS PRACTICE. (2) ROOTS OF LOVE; NOT INV-RELATED; NON-PROFIT COMMUNITY OUTREACH; JEFFERSONVILLE, IN; START 05/2026; LESS THAN 5% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-29 |
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