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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

BRIAN DARRELL FYLAK

Advisor at MISSIONSQUARE WEALTH MANAGEMENT

Huntersville, NC | Havertown, PA

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Search this name across graphsid dfx:ria:babfc20b-63f5-a6ea-e1c5-a5f92d2468d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 18, 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: MISSIONSQUARE WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 28, 1987
First registration: Sep 18, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 1103143

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
MISSIONSQUARE WEALTH MANAGEMENT	No RAUM reported	Mar 3, 2026	n/a	yes	Havertown, PA\|Huntersville, NC	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Feb 25, 2022	Mar 16, 2026	no	Charlotte, NC\|WASHINGTON, DC\|Huntersville, NC	Previous registration
ALIGHT FINANCIAL ADVISORS, LLC	Independent wealth	Apr 1, 2013	Feb 23, 2022	no	CHARLOTTE, NC	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 18, 2007	Mar 6, 2013	no	CHARLOTTE, NC\|CHARLOTTE, 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
MISSIONSQUARE RETIREMENT	MISSIONSQUARE WEALTH MANAGEMENT	Mar 16, 2026	Mar 3, 2026	-13	Bulk transfer	Ibd to new firm
ALIGHT FINANCIAL ADVISORS, LLC	MISSIONSQUARE RETIREMENT	Feb 23, 2022	Feb 25, 2022	2	Firm change	Other
ADVICE AND PLANNING SERVICES	ALIGHT FINANCIAL ADVISORS, LLC	Mar 6, 2013	Apr 1, 2013	26	Firm change	Other

Relationships

Registered with (4)

→ MISSIONSQUARE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 3, 2026 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Feb 25, 2022 to Mar 16, 2026factForm ADV
→ ALIGHT FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2013 to Feb 23, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 18, 2007 to Mar 6, 2013factForm ADV

Dated events

Occurred
Feb 23, 2022
Advisor changed firm
Brian Darrell Fylak left Alight Financial Advisors, Llc for Missionsquare Retirement (registered 2022-02-25)
Form ADVobserved 4 days ago