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
Bradley Brien Burr
Certified Financial Planner
Feed of 09/15/2026
Also filed as Brad Burr
At current firm
1 y
since Sep 16, 2025
In the industry
42 y
since May 23, 1984 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Encompass More Asset Management LLC independent RIA currentsince Sep 16, 2025 · Phoenix, Az
- Ashton Thomas Private Wealth independent RIADec 20, 2019 to Sep 2, 2025 · Scottsdale, Az
- Sagepoint Financial, Inc. formerOct 31, 2008 to Dec 31, 2017 · Tempe, Az
- American General Securities Incorporated unclassifiedSep 23, 2008 to Oct 31, 2008 · Tempe, Az
- Cue Financial Group, Inc. formerJul 13, 2005 to Jan 16, 2007 · Carefree, Az
Moves
a registration end followed by a registration begin elsewhere
- Ashton Thomas Private Wealth to Encompass More Asset Management LLCleft Sep 2, 2025, registered Sep 16, 2025 (14 days) · RIA to RIA · moved with a team
- Sagepoint Financial, Inc. to Ashton Thomas Private Wealthleft Dec 31, 2017, registered Dec 20, 2019 (719 days) · Affiliated broker-dealer or bank to independent RIA
- American General Securities Incorporated to Sagepoint Financial, Inc.left Oct 31, 2008, registered Oct 31, 2008 (0 days) · corporate re-registration, not a move
- Cue Financial Group, Inc. to American General Securities Incorporatedleft Jan 16, 2007, registered Sep 23, 2008 (616 days) · Other
Signals
- Bradley Brien Burr left Ashton Thomas Private Wealth for Encompass More Asset Management Llc (registered 2025-09-16)Sep 2, 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
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address