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RIA / WealthAdvisor19 years in industry

BRIAN DENNIS LLOYD

Advisor at PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA

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:3416f290-8491-5880-bc19-ac9e67f699e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 1, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Brian Dennis Lloyd

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: PAINTED PORCH ADVISORS 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: May 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Dec 26, 2008
First registration: Jan 1, 2009
Dual registered: no
IAPD individual key: 2917103

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
PAINTED PORCH ADVISORS LLC	Independent wealth	Jan 29, 2020	n/a	yes	SANTA BARBARA, CA	Current employment
WEST COAST FINANCIAL, LLC	Former SEC adviser	Jan 1, 2009	Jun 17, 2019	no	SANTA BARBARA, CA	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
WEST COAST FINANCIAL, LLC	PAINTED PORCH ADVISORS LLC	Jun 17, 2019	Jan 29, 2020	226	Firm change	RIA to RIA

Relationships

Registered with (2)

→ PAINTED PORCH ADVISORS LLCRegistered adviserregistration: current employment
Jan 29, 2020 to presentfactForm ADV
→ WEST COAST FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 1, 2009 to Jun 17, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3416f290-8491-5880-bc19-ac9e67f699e5
First observed: Jan 1, 2009
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIAN DENNIS LLOYD

Advisor at PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA

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:3416f290-8491-5880-bc19-ac9e67f699e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PAINTED PORCH ADVISORS LLC

Independent wealth

Jan 29, 2020

n/a

yes

SANTA BARBARA, CA

Current employment

WEST COAST FINANCIAL, LLC

Former SEC adviser

Jan 1, 2009

Jun 17, 2019

SANTA BARBARA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WEST COAST FINANCIAL, LLC

PAINTED PORCH ADVISORS LLC

Jun 17, 2019

Jan 29, 2020

226

Firm change

RIA to RIA