DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

BRANDON JOON CHANG

Advisor at SUN GROUP WEALTH PARTNERS LLC

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d039c9b3-2007-284e-71b9-cd609ddae7e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2001 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: SUN GROUP WEALTH PARTNERS 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: Oct 22, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 22, 1999
First registration: Apr 24, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 4016977

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
SUN GROUP WEALTH PARTNERS LLC	Independent wealth	Mar 15, 2013	n/a	yes	IRVINE, CA	Current employment
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Mar 21, 2011	Apr 18, 2013	no	IRVINE, CA\|SANTA ANA, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 23, 2011	no	Irvine, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 24, 2001	Jun 1, 2009	no	IRVINE, CA\|IRVINE, 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
STRATOS WEALTH PARTNERS, LTD	SUN GROUP WEALTH PARTNERS LLC	Apr 18, 2013	Mar 15, 2013	-34	Firm change after gap	Other
MORGAN STANLEY	STRATOS WEALTH PARTNERS, LTD	Mar 23, 2011	Mar 21, 2011	-2	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ SUN GROUP WEALTH PARTNERS LLCRegistered adviserregistration: current employment
Mar 15, 2013 to presentfactForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Mar 21, 2011 to Apr 18, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 23, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 24, 2001 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.