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RIA / WealthAdvisorCertified Financial Planner22 years in industry

BRIAN KENNETH MARSHBURN

Advisor at BREVITY & ASSOCIATES

FRANKLINTON, NC

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Search this name across graphsid dfx:ria:635f3d6b-bb84-74dc-785c-14d45bdfe172

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2008 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: BREVITY & ASSOCIATES
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: Apr 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 21, 2004
First registration: Jan 28, 2008
Dual registered: no
IAPD individual key: 4769215

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
BREVITY & ASSOCIATES	State registered	Jan 13, 2020	n/a	yes	FRANKLINTON, NC	Current employment
ANTHEM WEALTH MANAGEMENT, LLC	n/a	Nov 10, 2017	Dec 31, 2019	no	RALEIGH, NC	Previous registration
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Apr 22, 2013	Nov 13, 2017	no	CHARLOTTE, NC\|RALEIGH, NC	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 28, 2008	Apr 19, 2013	no	CHARLOTTE, NC\|KILL DEVIL HILLS, NC	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
ANTHEM WEALTH MANAGEMENT, LLC	BREVITY & ASSOCIATES	Dec 31, 2019	Jan 13, 2020	13	Firm change	Other
CROWN CAPITAL SECURITIES, L.P.	ANTHEM WEALTH MANAGEMENT, LLC	Nov 13, 2017	Nov 10, 2017	-3	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	CROWN CAPITAL SECURITIES, L.P.	Apr 19, 2013	Apr 22, 2013	3	Firm change	Other

Relationships

Registered with (4)

→ BREVITY & ASSOCIATESRegistered adviserregistration: current employment
Jan 13, 2020 to presentfactForm ADV
→ ANTHEM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 10, 2017 to Dec 31, 2019factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Apr 22, 2013 to Nov 13, 2017factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 28, 2008 to Apr 19, 2013factForm ADV

Dated events

No dated event names this entity yet.