DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BRIGHTON JONES LLC
Dallas, TX | SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRIGHTON JONES LLC | Independent wealth | Dec 9, 2025 | n/a | yes | SEATTLE, WA|Dallas, TX | Current employment |
| LIFEWORKS ADVISORS, LLC | Independent wealth | May 13, 2024 | Apr 16, 2026 | no | Dallas, TX|GRAND RAPIDS, MI | Previous registration |
| VINCERE WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 18, 2021 | Dec 31, 2024 | no | Denver, CO|INDIANAPOLIS, IN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 17, 2018 | Jul 9, 2021 | no | DENVER, CO|NEW YORK, NY|DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | BRIGHTON JONES LLC | Apr 16, 2026 | Dec 9, 2025 | -128 | Firm change after gap | RIA to RIA |
| VINCERE WEALTH MANAGEMENT, LLC | LIFEWORKS ADVISORS, LLC | Dec 31, 2024 | May 13, 2024 | -232 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | VINCERE WEALTH MANAGEMENT, LLC | Jul 9, 2021 | Aug 18, 2021 | 40 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293852:288255:IN:2024-12-31 | Dec 31, 2024 | May 13, 2024 | INDIANAPOLIS, IN | Firm change after gap |