DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

Melody Brady

Advisor at FOREFRONT

AUSTIN, TX | SAN DIEGO, CA | Worthington, OH

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:ff7bdad9-c946-c6e4-290a-049bef368aa4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Nov 1, 2013 to Sep 15, 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: FOREFRONT
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 30, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 30, 2011
First registration: Nov 1, 2013
Dual registered: yes, broker-dealer
Other names: Melody Babaian|Melody Brady|Melody NMN Brady
IAPD individual key: 5917151

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
Forefront	Independent wealth	Mar 12, 2025	n/a	yes	Worthington, OH\|AUSTIN, TX	Current employment
Nectarine	No RAUM reported	Jan 13, 2025	n/a	yes	Worthington, OH\|SAN DIEGO, CA	Current employment
XYPN SAPPHIRE	Independent wealth	Feb 12, 2024	Apr 1, 2025	no	BOZEMAN, MT\|Worthington, OH	Previous registration
BEECHMONT FINANCIAL	n/a	Jan 8, 2024	Apr 1, 2024	no	COLUMBUS, OH	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Sep 10, 2014	Dec 8, 2023	no	AUSTIN, TX\|AUSTIN, TX\|Cedar Park, TX\|Austin, TX\|AUSTIN, TX\|AUSTIN, TX\|Austin, TX\|Georgetown, TX\|AUSTIN, TX\|Round Rock, TX\|Cedar Park, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 1, 2013	Sep 11, 2014	no	Austin, 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
XYPN SAPPHIRE	Nectarine	Apr 1, 2025	Jan 13, 2025	-78	Firm change after gap	Other
BEECHMONT FINANCIAL	XYPN SAPPHIRE	Apr 1, 2024	Feb 12, 2024	-49	Firm change after gap	Other
CUSO FINANCIAL SERVICES, L.P.	BEECHMONT FINANCIAL	Dec 8, 2023	Jan 8, 2024	31	Firm change	Other
CHARLES SCHWAB & CO., INC.	CUSO FINANCIAL SERVICES, L.P.	Sep 11, 2014	Sep 10, 2014	-1	Firm change	Other

Relationships

Registered with (6)

→ FOREFRONTRegistered adviserregistration: current employment
Mar 12, 2025 to presentfactForm ADV
→ NECTARINERegistered adviserregistration: current employment
Jan 13, 2025 to presentfactForm ADV
→ XYPN SAPPHIRERegistered adviserregistration: previous registration
Feb 12, 2024 to Apr 1, 2025factForm ADV
→ BEECHMONT FINANCIALRegistered adviserregistration: previous registration
Jan 8, 2024 to Apr 1, 2024factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Sep 10, 2014 to Dec 8, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 1, 2013 to Sep 11, 2014factForm ADV

Dated events

Occurred
Apr 1, 2025
Advisor changed firm
Melody Brady left Xypn Sapphire for Nectarine (registered 2025-01-13)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Melody Brady left Beechmont Financial for Xypn Sapphire (registered 2024-02-12)
Form ADVobserved 6 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Melody Brady left Cuso Financial Services, L.P. for Beechmont Financial (registered 2024-01-08)
Form ADVobserved 6 days ago