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RIA / WealthAdvisorCertified Financial Planner21 years in industry

COREY BRYANT LONG

Advisor at TRUE NORTH ADVISORS, LLC

DALLAS, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:acb3b223-5714-93cb-3965-b59e30bf3d70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2010 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: TRUE NORTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 22, 2004
First registration: Dec 22, 2010
Dual registered: no
Other names: COREY BRYANT LONG|COREY BRYANT LONG
IAPD individual key: 4870400

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
TRUE NORTH ADVISORS, LLC	Independent wealth	Sep 17, 2024	n/a	yes	DALLAS, TX\|AUSTIN, TX	Current employment
CLEAR ROCK ADVISORS, LLC	Former SEC adviser	Dec 22, 2020	Sep 17, 2024	no	KERRVILLE, TX\|Austin, TX	Previous registration
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Apr 24, 2018	Dec 23, 2020	no	SAN RAFAEL, CA	Previous registration
RAUB BROCK CAPITAL MANAGEMENT, LP	Asset manager	Mar 10, 2015	Apr 23, 2018	no	LARKSPUR, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 22, 2010	Mar 12, 2015	no	SAN FRANCISCO, CA\|THE WOODLANDS, TX	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
CLEAR ROCK ADVISORS, LLC	TRUE NORTH ADVISORS, LLC	Sep 17, 2024	Sep 17, 2024	0	Firm change	RIA to RIA
POLARIS WEALTH ADVISORY GROUP	CLEAR ROCK ADVISORS, LLC	Dec 23, 2020	Dec 22, 2020	-1	Firm change	RIA to RIA
RAUB BROCK CAPITAL MANAGEMENT, LP	POLARIS WEALTH ADVISORY GROUP	Apr 23, 2018	Apr 24, 2018	1	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	RAUB BROCK CAPITAL MANAGEMENT, LP	Mar 12, 2015	Mar 10, 2015	-2	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
282716:116048:TX:2024-09-17	Sep 17, 2024	Sep 17, 2024	AUSTIN, TX	Firm change

Relationships

Registered with (5)

→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 17, 2024 to presentfactForm ADV
→ CLEAR ROCK ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 22, 2020 to Sep 17, 2024factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Apr 24, 2018 to Dec 23, 2020factForm ADV
→ RAUB BROCK CAPITAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Mar 10, 2015 to Apr 23, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 22, 2010 to Mar 12, 2015factForm ADV

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
Corey Bryant Long left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 6 days ago