DFX Intelligence
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.
Registered advisor
Brian Lon Biederman
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jan 6, 2026
In the industry
42 y
since Feb 24, 1984 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Nortlov Advisory, LLC state registered currentsince Jan 6, 2026 · Raleigh, Nc
- Cape Investment Advisory, Inc. independent RIAAug 15, 2025 to Oct 2, 2025 · Raleigh, Nc
- Innovation Partners LLC independent RIAAug 20, 2021 to Sep 12, 2025 · Charlotte, Nc
- Ip Financial Advisory Services LLC independent RIADec 18, 2020 to Sep 12, 2025 · Raleigh, Nc
- Infinity Financial Services Advisory independent RIAApr 20, 2020 to Dec 11, 2020 · Oakland, Ca
- Infinity Financial Services unclassifiedJun 8, 2016 to Dec 11, 2020 · Raleigh, Nc
- Ridgeway Conger Advisory Services formerMay 26, 2014 to Dec 31, 2014 · Raleigh, Nc
- Sb Advisory, LLC independent RIASep 21, 2010 to Jul 11, 2014 · Raleigh, Nc
- Ifs Securities unclassifiedSep 30, 2009 to Sep 20, 2010 · Releigh, Nc
- Cetera Advisor Networks LLC formerDec 31, 2001 to Aug 27, 2009 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Cape Investment Advisory, Inc. to Nortlov Advisory, LLCleft Oct 2, 2025, registered Jan 6, 2026 (96 days) · RIA to a state-registered adviser
- Innovation Partners LLC to Cape Investment Advisory, Inc.left Sep 12, 2025, registered Aug 15, 2025 (-28 days) · Other
- Ip Financial Advisory Services LLC to Innovation Partners LLCleft Sep 12, 2025, registered Aug 20, 2021 (-1484 days) · RIA to affiliated broker-dealer or bank
- Infinity Financial Services Advisory to Ip Financial Advisory Services LLCleft Dec 11, 2020, registered Dec 18, 2020 (7 days) · RIA to RIA
- Infinity Financial Services to Infinity Financial Services Advisoryleft Dec 11, 2020, registered Apr 20, 2020 (-235 days) · Other
- Ridgeway Conger Advisory Services to Infinity Financial Servicesleft Dec 31, 2014, registered Jun 8, 2016 (525 days) · Other
- Sb Advisory, LLC to Ridgeway Conger Advisory Servicesleft Jul 11, 2014, registered May 26, 2014 (-46 days) · Other
- Ifs Securities to Sb Advisory, LLCleft Sep 20, 2010, registered Sep 21, 2010 (1 days) · Other
- Cetera Advisor Networks LLC to Ifs Securitiesleft Aug 27, 2009, registered Sep 30, 2009 (34 days) · Other
Signals
- Brian Lon Biederman left Cape Investment Advisory, Inc. for Nortlov Advisory, Llc (registered 2026-01-06)Oct 2, 2025 · Advisor changed firm · fact
- Brian Lon Biederman left Innovation Partners Llc for Cape Investment Advisory, Inc. (registered 2025-08-15)Sep 12, 2025 · Advisor changed firm · fact
- Brian Lon Biederman left Ip Financial Advisory Services Llc for Innovation Partners Llc (registered 2021-08-20)Sep 12, 2025 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address