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RIA / WealthAdvisorCertified Financial Planner17 years in industry

BRANDON RENFRO

Advisor at BELONGING WEALTH MANAGEMENT

LONGVIEW, TX

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Search this name across graphsid dfx:ria:ea0c9af9-31cb-6779-79f2-64eea4142d6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2010 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: BELONGING WEALTH MANAGEMENT
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: Feb 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 26, 2010
First registration: Mar 27, 2010
Dual registered: no
IAPD individual key: 5752564

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
BELONGING WEALTH MANAGEMENT	State registered	Mar 16, 2018	n/a	yes	LONGVIEW, TX	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Sep 3, 2021	May 13, 2022	no	LONGVIEW, TX\|SARASOTA, FL	Previous registration
INTRUA ADVISORY GROUP LLC	Former SEC adviser	Jan 23, 2014	Nov 1, 2018	no	HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 27, 2012	Mar 14, 2014	no	TEXARKANA, TX	Previous registration
RENFRO FINANCIAL PLANNING LLC	n/a	Jan 7, 2011	Dec 31, 2012	no	TEXARKANA, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 27, 2010	Oct 5, 2010	no	TEXARKANA, 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
ORIGIN INVESTMENT ADVISORY LLC	n/a	May 13, 2022	n/a	n/a	Departure no registered destination	Departure
INTRUA ADVISORY GROUP LLC	BELONGING WEALTH MANAGEMENT	Nov 1, 2018	Mar 16, 2018	-230	Firm change after gap	RIA to state RIA
LPL FINANCIAL LLC	INTRUA ADVISORY GROUP LLC	Mar 14, 2014	Jan 23, 2014	-50	Firm change after gap	Other
RENFRO FINANCIAL PLANNING LLC	LPL FINANCIAL LLC	Dec 31, 2012	Sep 27, 2012	-95	Firm change after gap	Other
WELLS FARGO ADVISORS	RENFRO FINANCIAL PLANNING LLC	Oct 5, 2010	Jan 7, 2011	94	Firm change	Other

Relationships

Registered with (6)

→ BELONGING WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 16, 2018 to presentfactForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Sep 3, 2021 to May 13, 2022factForm ADV
→ INTRUA ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Jan 23, 2014 to Nov 1, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 27, 2012 to Mar 14, 2014factForm ADV
→ RENFRO FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Jan 7, 2011 to Dec 31, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 27, 2010 to Oct 5, 2010factForm ADV

Dated events

Occurred
May 13, 2022
Advisor departed, no destination yet
Brandon Renfro no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago