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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

DAVID MICHAEL BRISNEHAN

Advisor at USI ADVISORS

GLASTONBURY, CT | Greenwood Village, CO

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Search this name across graphsid dfx:ria:93b019ca-be16-6eef-7ea6-52d2bf84762a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2008 to Sep 15, 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: USI ADVISORS
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 28, 2008
First registration: Jan 29, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5464653

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
USI ADVISORS	Institutional manager	Feb 12, 2014	n/a	yes	GLASTONBURY, CT\|Greenwood Village, CO	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Apr 26, 2012	Feb 19, 2014	no	ALISO VIEJO, CA	Previous registration
VAN GILDER RETIREMENT SOLUTIONS, LLC	Former SEC adviser	Mar 1, 2011	Mar 8, 2012	no	DENVER, CO	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jan 29, 2008	Dec 21, 2010	no	DENVER, CO\|DENVER, CO\|SAN RAFAEL, CA\|SAN RAFAEL, 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
WEALTHSPIRE RETIREMENT ADVISORY	USI ADVISORS	Feb 19, 2014	Feb 12, 2014	-7	Firm change	Other
VAN GILDER RETIREMENT SOLUTIONS, LLC	WEALTHSPIRE RETIREMENT ADVISORY	Mar 8, 2012	Apr 26, 2012	49	Firm change	Other
FINANCIAL TELESIS, INC.	VAN GILDER RETIREMENT SOLUTIONS, LLC	Dec 21, 2010	Mar 1, 2011	70	Firm change	Other

Relationships

Registered with (4)

→ USI ADVISORSRegistered adviserregistration: current employment
Feb 12, 2014 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Apr 26, 2012 to Feb 19, 2014factForm ADV
→ VAN GILDER RETIREMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Mar 1, 2011 to Mar 8, 2012factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jan 29, 2008 to Dec 21, 2010factForm ADV

Dated events

No dated event names this entity yet.