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RIA / WealthAdvisorCertified Financial Planner18 years in industry

BRANDON REED CROXTON

Advisor at BRC FINANCIAL PLANNING

OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:f249ff36-7359-7cbf-4985-652333d719dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2008 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: BRC FINANCIAL PLANNING
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: Jun 6, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 6, 2008
First registration: Aug 19, 2008
Dual registered: no
Other names: BRANDON CROXTON|BRANDON R CROXTON
IAPD individual key: 4882242

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
BRC FINANCIAL PLANNING	State registered	Jul 29, 2025	n/a	yes	OWINGS MILLS, MD	Current employment
LOMBARD ADVISERS INCORPORATED	Independent wealth	May 15, 2017	Jul 28, 2025	no	Baltimore, MD\|Owings Mills, MD	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Oct 21, 2010	Dec 27, 2016	no	TOWSON, MD\|FAIRFAX, VA	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Aug 19, 2008	Nov 6, 2009	no	COCKEYSVILLE, MD\|COLUMBIA, MD\|COLUMBIA, MD\|BALTIMORE, MD\|BALTIMORE, MD\|RANDALLSTOWN, MA	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
LOMBARD ADVISERS INCORPORATED	BRC FINANCIAL PLANNING	Jul 28, 2025	Jul 29, 2025	1	Firm change	RIA to state RIA
EDELMAN FINANCIAL SERVICES, LLC	LOMBARD ADVISERS INCORPORATED	Dec 27, 2016	May 15, 2017	139	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	EDELMAN FINANCIAL SERVICES, LLC	Nov 6, 2009	Oct 21, 2010	349	Firm change	Other

Relationships

Registered with (4)

→ BRC FINANCIAL PLANNINGRegistered adviserregistration: current employment
Jul 29, 2025 to presentfactForm ADV
→ LOMBARD ADVISERS INCORPORATEDRegistered adviserregistration: previous registration
May 15, 2017 to Jul 28, 2025factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 21, 2010 to Dec 27, 2016factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Aug 19, 2008 to Nov 6, 2009factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
Brandon Reed Croxton left Lombard Advisers Incorporated for Brc Financial Planning (registered 2025-07-29)
Form ADVobserved 5 days ago