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RIA / WealthAdvisorCertified Financial Planner14 years in industry

DONOVAN JORDAN BROOKS

Advisor at GREATER THAN FINANCIAL

Savannah, MO

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Search this name across graphsid dfx:ria:5e07657f-5fc5-3937-4df0-de0ceb8bb0f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 7, 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: GREATER THAN FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 29, 2012
First registration: Jun 7, 2012
Dual registered: no
Other names: DJ Brooks
IAPD individual key: 5927442

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
GREATER THAN FINANCIAL	State registered	Jun 23, 2026	n/a	yes	Savannah, MO	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	May 24, 2023	Oct 24, 2023	no	SARASOTA, FL\|Saint Joseph, MO	Previous registration
PROSPURPOSE WEALTH	n/a	Jan 7, 2016	Jul 20, 2026	no	SAINT JOSEPH, MO	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jun 7, 2012	Dec 31, 2015	no	ST. JOSEPH, MO	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
PROSPURPOSE WEALTH	ORIGIN INVESTMENT ADVISORY LLC	Jul 20, 2026	May 24, 2023	-1,153	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	GREATER THAN FINANCIAL	Oct 24, 2023	Jun 23, 2026	973	Firm change after gap	RIA to state RIA
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	PROSPURPOSE WEALTH	Dec 31, 2015	Jan 7, 2016	7	Firm change	Other

Relationships

Registered with (4)

→ GREATER THAN FINANCIALRegistered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ PROSPURPOSE WEALTHRegistered adviserregistration: previous registration
Jan 7, 2016 to Jul 20, 2026factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
May 24, 2023 to Oct 24, 2023factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 7, 2012 to Dec 31, 2015factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Donovan Jordan Brooks left Prospurpose Wealth for Origin Investment Advisory Llc (registered 2023-05-24)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2023
Advisor changed firm
Donovan Jordan Brooks left Origin Investment Advisory Llc for Greater Than Financial (registered 2026-06-23)
Form ADVobserved 5 days ago