DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

BRIAN ROBIN DUNHILL

Advisor at LANSDOWNE WEALTH MANAGEMENT, LLC

Greenwich, CT | LONDON | MYSTIC, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11755b92-7d4e-751a-5164-c1ce9040dbcb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LANSDOWNE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 21, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 4
Exams: S66
First exam: Oct 21, 2003
First registration: Oct 27, 2003
Dual registered: no
IAPD individual key: 4686593

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LANSDOWNE WEALTH MANAGEMENT, LLC	Independent wealth	Jan 4, 2022	n/a	yes	Greenwich, CT\|MYSTIC, CT	Current employment
DUNHILL FINANCIAL	Independent wealth	Sep 18, 2017	n/a	yes	London	Current employment
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Apr 9, 2013	Nov 28, 2016	no	SAN JOSE, CA\|BRUSSELS	Previous registration
SB ADVISORY, LLC	Independent wealth	Jun 14, 2012	Aug 6, 2012	no	ATLANTA, GA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Apr 30, 2009	Jul 26, 2010	no	Walnut Creek, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 24, 2005	May 13, 2009	no	SAN FRANCISCO, CA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
LEHMAN BROTHERS INC.	n/a	May 2, 2005	Jul 1, 2005	no	PALM BEACH, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 27, 2003	Nov 2, 2004	no	CLERMONT, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCERT WEALTH MANAGEMENT	DUNHILL FINANCIAL	Nov 28, 2016	Sep 18, 2017	294	Firm change	Other
SB ADVISORY, LLC	CONCERT WEALTH MANAGEMENT	Aug 6, 2012	Apr 9, 2013	246	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	SB ADVISORY, LLC	Jul 26, 2010	Jun 14, 2012	689	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	RAYMOND JAMES & ASSOCIATES, INC.	May 13, 2009	Apr 30, 2009	-13	Firm change	Wirehouse to ibd
LEHMAN BROTHERS INC.	UBS FINANCIAL SERVICES INC.	Jul 1, 2005	May 24, 2005	-38	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	LEHMAN BROTHERS INC.	Nov 2, 2004	May 2, 2005	181	Firm change	Other

Relationships

Registered with (8)

→ LANSDOWNE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 4, 2022 to presentfactForm ADV
→ DUNHILL FINANCIALRegistered adviserregistration: current employment
Sep 18, 2017 to presentfactForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 9, 2013 to Nov 28, 2016factForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: previous registration
Jun 14, 2012 to Aug 6, 2012factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Apr 30, 2009 to Jul 26, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 24, 2005 to May 13, 2009factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
May 2, 2005 to Jul 1, 2005factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 27, 2003 to Nov 2, 2004factForm ADV

Dated events

No dated event names this entity yet.