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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

BRIAN WILLIAM DISTLER

Advisor at LAKERIDGE WEALTH MANAGEMENT LLC

MENTOR, OH

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Search this name across graphsid dfx:ria:dec6e915-14ce-c79a-e43a-8275cace74a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2006 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: LAKERIDGE WEALTH MANAGEMENT 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: Jul 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 9, 2006
First registration: Jul 17, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4823861

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
LAKERIDGE WEALTH MANAGEMENT LLC	Independent wealth	Jan 19, 2022	n/a	yes	MENTOR, OH	Current employment
LAKERIDGE WEALTH MANAGEMENT LLC	Independent wealth	Jul 8, 2021	Dec 31, 2021	no	MENTOR, OH	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 30, 2013	Aug 3, 2022	no	CHARDON, OH\|WESTLAKE, OH\|MENTOR, OH\|GENEVA, OH	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jan 24, 2011	Feb 1, 2013	no	CHARDON, OH	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 8, 2009	Jan 24, 2011	no	AKRON, OH\|AKRON, OH\|BRUNSWICK, OH	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 17, 2006	May 7, 2009	no	Pepper Pike, OH	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
CETERA ADVISOR NETWORKS LLC	LAKERIDGE WEALTH MANAGEMENT LLC	Aug 3, 2022	Jul 8, 2021	-391	Firm change after gap	Other
1ST GLOBAL ADVISORS INC	CETERA ADVISOR NETWORKS LLC	Feb 1, 2013	Jan 30, 2013	-2	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	1ST GLOBAL ADVISORS INC	Jan 24, 2011	Jan 24, 2011	0	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	May 7, 2009	Jun 8, 2009	32	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
13572:314071:OH:2022-08-03	Aug 3, 2022	Jul 8, 2021	GENEVA, OH	Firm change after gap

Relationships

Registered with (5)

→ LAKERIDGE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 8, 2021 to Dec 31, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 30, 2013 to Aug 3, 2022factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 24, 2011 to Feb 1, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 8, 2009 to Jan 24, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 17, 2006 to May 7, 2009factForm ADV

Dated events

Occurred
Aug 3, 2022
Advisor changed firm
Brian William Distler left Cetera Advisor Networks Llc for Lakeridge Wealth Management Llc (registered 2021-07-08)
Form ADVobserved 5 days ago