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RIA / WealthAdvisor10 years in industry

BRIAN MATTHEW CAMPBELL

Advisor at CAMPBELL WEALTH PARTNERS, LLC

MISSOURI CITY, TX

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Search this name across graphsid dfx:ria:cf17b86f-ae19-94df-72a5-a270759ee28d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 28, 2018 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: CAMPBELL WEALTH PARTNERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 22, 2018
First registration: Sep 28, 2018
Dual registered: no
Other names: BRIAN CAMPBELL|Brian M. Campbell|Brian Matthew Campbell
IAPD individual key: 6758648

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
CAMPBELL WEALTH PARTNERS, LLC	State registered	Feb 6, 2026	n/a	yes	MISSOURI CITY, TX	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 27, 2023	Nov 7, 2025	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 2, 2019	Feb 3, 2023	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
CENTRIC ADVISORS, LLC	Independent wealth	Sep 28, 2018	Jul 30, 2019	no	Houston, 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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CAMPBELL WEALTH PARTNERS, LLC	Nov 7, 2025	Feb 6, 2026	91	Firm change	Wirehouse to state RIA
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 3, 2023	Jan 27, 2023	-7	Firm change	Wirehouse to wirehouse
CENTRIC ADVISORS, LLC	WELLS FARGO ADVISORS	Jul 30, 2019	Aug 2, 2019	3	Firm change	RIA to wirehouse

Relationships

Registered with (4)

→ CAMPBELL WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 27, 2023 to Nov 7, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 2, 2019 to Feb 3, 2023factForm ADV
→ CENTRIC ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 28, 2018 to Jul 30, 2019factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
Brian Matthew Campbell left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Campbell Wealth Partners, Llc (registered 2026-02-06)
Form ADVobserved 5 days ago
Occurred
Feb 3, 2023
Advisor changed firm
Brian Matthew Campbell left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-27)
Form ADVobserved 5 days ago