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RIA / WealthAdvisor31 years in industry

BRENT WAYNE WHIDDON

Advisor at PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ | Franklin, TN

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Search this name across graphsid dfx:ria:679c97b4-42a2-e6ed-81dc-747424363903

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2007 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: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 4, 1995
First registration: Feb 13, 2007
Dual registered: no
Other names: BRENT WAYNE WHIDDEN
IAPD individual key: 2567830

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
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jul 1, 2026	n/a	yes	MORRISTOWN, NJ\|Franklin, TN	Current employment
ONEASCENT WEALTH MANAGEMENT	Independent wealth	Jun 12, 2020	Aug 3, 2026	no	Albany, GA\|Columbia, TN\|BIRMINGHAM, AL	Previous registration
CWM, LLC	Bd affiliated wealth	Jan 21, 2015	Jul 10, 2020	no	ALBANY, GA\|Pulaski, TN\|Columbia, TN	Previous registration
BEAM WEALTH ADVISORS, INC.	Independent wealth	Oct 31, 2012	Oct 2, 2015	no	COVINGTON, LA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 12, 2009	Jan 19, 2017	no	ALBANY, GA\|SAN DIEGO, CA\|ALBANY, GA\|ALBANY, GA\|Columbia, TN\|COLUMBIA, TN	Previous registration
EDWARD JONES	National bd RIA	Feb 13, 2007	Nov 6, 2009	no	ALBANY, GA	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
ONEASCENT WEALTH MANAGEMENT	PRIVATE ADVISOR GROUP, LLC	Aug 3, 2026	Jul 1, 2026	-33	Firm change after gap	RIA to ibd
CWM, LLC	ONEASCENT WEALTH MANAGEMENT	Jul 10, 2020	Jun 12, 2020	-28	Firm change	Ibd to new firm
LPL FINANCIAL LLC	BEAM WEALTH ADVISORS, INC.	Jan 19, 2017	Oct 31, 2012	-1,541	Firm change after gap	Other
BEAM WEALTH ADVISORS, INC.	CWM, LLC	Oct 2, 2015	Jan 21, 2015	-254	Firm change after gap	Other
EDWARD JONES	LPL FINANCIAL LLC	Nov 6, 2009	Nov 12, 2009	6	Firm change	Other

Relationships

Registered with (6)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ ONEASCENT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 12, 2020 to Aug 3, 2026factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Jan 21, 2015 to Jul 10, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 12, 2009 to Jan 19, 2017factForm ADV
→ BEAM WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 31, 2012 to Oct 2, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 13, 2007 to Nov 6, 2009factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
Brent Wayne Whiddon left Oneascent Wealth Management for Private Advisor Group, Llc (registered 2026-07-01)
Form ADVobserved 5 days ago