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RIA / WealthAdvisor22 years in industry

BRIAN DUFORT LOWERY

Advisor at WEALTH WATCH ADVISORS, INC

Gresham, OR

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Search this name across graphsid dfx:ria:3092af0e-8602-9c34-e0a4-a024b84aa48d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2012 to Sep 14, 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: WEALTH WATCH ADVISORS, INC
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 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Oct 31, 2003
First registration: Jul 20, 2012
Dual registered: no
IAPD individual key: 4664469

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
WEALTH WATCH ADVISORS, INC	Independent wealth	Oct 30, 2024	n/a	yes	Gresham, OR	Current employment
ELEVATED CAPITAL ADVISORS, LLC	Independent wealth	May 19, 2020	Jul 10, 2023	no	Sandy, OR\|DRAPER, UT\|Tualatin, OR	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Jun 4, 2019	Jun 2, 2020	no	KENTWOOD, MI\|Tualatin, OR\|Sandy, OR	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	May 13, 2019	Jun 4, 2019	no	Sandy, OR	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	May 7, 2015	Dec 16, 2015	no	SANDY, OR\|PETALUMA, CA	Previous registration
Spc	Bd affiliated wealth	Jul 20, 2012	May 24, 2013	no	ANN ARBOR, MI\|SANDY, OR	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
ELEVATED CAPITAL ADVISORS, LLC	WEALTH WATCH ADVISORS, INC	Jul 10, 2023	Oct 30, 2024	478	Firm change after gap	RIA to RIA
REGAL INVESTMENT ADVISORS LLC	ELEVATED CAPITAL ADVISORS, LLC	Jun 2, 2020	May 19, 2020	-14	Firm change	Ibd to RIA
COPPELL ADVISORY SOLUTIONS LLC	REGAL INVESTMENT ADVISORS LLC	Jun 4, 2019	Jun 4, 2019	0	Firm change	RIA to ibd
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	COPPELL ADVISORY SOLUTIONS LLC	Dec 16, 2015	May 13, 2019	1,244	Firm change after gap	Other
Spc	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	May 24, 2013	May 7, 2015	713	Firm change after gap	Other

Relationships

Registered with (6)

→ WEALTH WATCH ADVISORS, INCRegistered adviserregistration: current employment
Oct 30, 2024 to presentfactForm ADV
→ ELEVATED CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 19, 2020 to Jul 10, 2023factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jun 4, 2019 to Jun 2, 2020factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
May 13, 2019 to Jun 4, 2019factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 7, 2015 to Dec 16, 2015factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jul 20, 2012 to May 24, 2013factForm ADV

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
Brian Dufort Lowery left Elevated Capital Advisors, Llc for Wealth Watch Advisors, Inc (registered 2024-10-30)
Form ADVobserved 4 days ago