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RIA / WealthAdvisor20 years in industry

BRIAN ALLEN PEARDON

Advisor at BRIDGEPORT FINANCIAL SOLUTIONS

Roseville, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 25, 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: BRIDGEPORT FINANCIAL SOLUTIONS
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 28, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 28, 2005
First registration: Jun 25, 2007
Dual registered: no
IAPD individual key: 4819319

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
BRIDGEPORT FINANCIAL SOLUTIONS	Independent wealth	Dec 19, 2024	n/a	yes	Roseville, CA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 18, 2014	Dec 31, 2025	no	Roseville, CA\|Roseville, CA\|Roseville, CA\|Roseville, CA	Previous registration
HARVEST INVESTMENT SERVICES, LLC	Independent wealth	Jun 7, 2012	Dec 11, 2014	no	OAKBROOK TERRACE, IL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Jun 12, 2008	Sep 15, 2014	no	ROSEVILLE, CA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jun 25, 2007	Jun 12, 2008	no	ROSEVILLE, 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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	BRIDGEPORT FINANCIAL SOLUTIONS	Dec 31, 2025	Dec 19, 2024	-377	Firm change after gap	Other
HARVEST INVESTMENT SERVICES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 11, 2014	Aug 18, 2014	-115	Firm change after gap	Other
CONCOURSE FINANCIAL GROUP ADVISORS	HARVEST INVESTMENT SERVICES, LLC	Sep 15, 2014	Jun 7, 2012	-830	Firm change after gap	Other
EAGLE STRATEGIES LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Jun 12, 2008	Jun 12, 2008	0	Firm change	Other

Relationships

Registered with (5)

→ BRIDGEPORT FINANCIAL SOLUTIONSRegistered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 18, 2014 to Dec 31, 2025factForm ADV
→ HARVEST INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Jun 7, 2012 to Dec 11, 2014factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Jun 12, 2008 to Sep 15, 2014factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jun 25, 2007 to Jun 12, 2008factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Brian Allen Peardon left Cambridge Investment Research Advisors, Inc. for Bridgeport Financial Solutions (registered 2024-12-19)
Form ADVobserved 6 days ago