RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Charles Brian Conners
- Title
- Investment Advisorreportedigniteplanners.comfirm site, Sep 15, 2026
- Designations
- MBA, CFPreportedigniteplanners.comas printed on the bio page, Sep 16, 2026
- founder other
- “Conners was a founder of several businesses in the past including Consultants Link – a business consulting company and Financial Advisors.”reportedigniteplanners.comthe sentence on the bio page
- Professional profile
- igniteplanners.com/brian-connersreportedigniteplanners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ignite Planners LLC independent RIA currentsince Mar 25, 2025 · Irvine, Ca
- Western International Securities formerJun 24, 2022 to Feb 7, 2025 · Irvine, Ca
- Npb Financial Group, LLC formerNov 5, 2010 to Jun 27, 2022 · Irvine, Ca
- Professional Financial Advisors Inc formerJul 8, 1997 to Nov 16, 2011 · San Juan Capistrano, Ca
- Western International Securities to Ignite Planners LLCleft Feb 7, 2025, registered Mar 25, 2025 (46 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Npb Financial Group, LLC to Western International Securitiesleft Jun 27, 2022, registered Jun 24, 2022 (-3 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Professional Financial Advisors Inc to Npb Financial Group, LLCleft Nov 16, 2011, registered Nov 5, 2010 (-376 days) · Other
- Charles Brian Conners left Western International Securities for Ignite Planners Llc (registered 2025-03-25)Feb 7, 2025 · Advisor changed firm · fact
- Charles Brian Conners left Npb Financial Group, Llc for Western International Securities (registered 2022-06-24)Jun 27, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address