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RIA / WealthAdvisor23 years in industry

BRETT A GREENFIELD

Advisor at INVESTMENT RESEARCH PARTNERS

LEMONT, PA

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Search this name across graphsid dfx:ria:4945d50e-37bb-e0c1-970e-da4f10855b20

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 19, 2006 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: INVESTMENT RESEARCH PARTNERS
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 4, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Nov 4, 2002
First registration: Dec 19, 2006
Dual registered: no
IAPD individual key: 4374103

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
AVAIL INVESTMENT PARTNERS, LLC	Independent wealth	Oct 29, 2021	n/a	yes	LEMONT, PA	Current employment
INVESTMENT RESEARCH PARTNERS	Asset manager	Nov 21, 2019	n/a	yes	LEMONT, PA	Current employment
ASSETMARK, INC.	Bd affiliated wealth	Nov 11, 2015	Nov 13, 2019	no	State College, PA\|CONCORD, CA	Previous registration
ARIS WEALTH SERVICES INC	Former SEC adviser	Jul 9, 2013	Oct 1, 2015	no	STATE COLLEGE, PA	Previous registration
FNB WEALTH MANAGEMENT	Former SEC adviser	Sep 26, 2012	Jul 22, 2013	no	STATE COLLEGE, PA	Previous registration
ARIS WEALTH SERVICES INC	Former SEC adviser	Dec 19, 2006	Sep 23, 2009	no	STATE COLLEGE, PA	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
ASSETMARK, INC.	INVESTMENT RESEARCH PARTNERS	Nov 13, 2019	Nov 21, 2019	8	Firm change	Other
ARIS WEALTH SERVICES INC	ASSETMARK, INC.	Oct 1, 2015	Nov 11, 2015	41	Firm change	Other
FNB WEALTH MANAGEMENT	ARIS WEALTH SERVICES INC	Jul 22, 2013	Jul 9, 2013	-13	Firm change	Other
ARIS WEALTH SERVICES INC	FNB WEALTH MANAGEMENT	Sep 23, 2009	Sep 26, 2012	1,099	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104577:109018:PA:2015-10-01	Oct 1, 2015	Nov 11, 2015	STATE COLLEGE, PA	Firm change

Relationships

Registered with (5)

→ AVAIL INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Oct 29, 2021 to presentfactForm ADV
→ INVESTMENT RESEARCH PARTNERSRegistered adviserregistration: current employment
Nov 21, 2019 to presentfactForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Nov 11, 2015 to Nov 13, 2019factForm ADV
→ ARIS WEALTH SERVICES INCRegistered adviserregistration: previous registration
Jul 9, 2013 to Oct 1, 2015factForm ADV
→ FNB WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 26, 2012 to Jul 22, 2013factForm ADV

Dated events

No dated event names this entity yet.