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 Scott Sommers
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
12 y
since Jun 16, 2014
In the industry
25 y
since Sep 21, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Park Shore Partners LLC asset manager currentsince Aug 17, 2023 · Warrendale, Pa
- Hbks Wealth Advisors independent RIA currentsince Jun 16, 2014 · Warrendale, Pa
- Partnervest Advisory Services LLC formerDec 9, 2013 to Jun 16, 2014 · Pittsburgh, Pa
- Rayliant Asset Management, LLC formerAug 9, 2012 to Jun 27, 2014 · Pittsburgh, Pa
- Mckinley Carter Wealth Services, Inc. independent RIANov 29, 2007 to Jul 23, 2012 · Wheeling, Wv
- Vista Investment Management, LLC independent RIAOct 23, 2006 to Dec 21, 2007 · Pittsburgh, Pa
- Garrison Institutional Asset Management unclassifiedNov 6, 2001 to Dec 31, 2004 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Rayliant Asset Management, LLC to Partnervest Advisory Services LLCleft Jun 27, 2014, registered Dec 9, 2013 (-200 days) · Other
- Partnervest Advisory Services LLC to Hbks Wealth Advisorsleft Jun 16, 2014, registered Jun 16, 2014 (0 days) · Other
- Mckinley Carter Wealth Services, Inc. to Rayliant Asset Management, LLCleft Jul 23, 2012, registered Aug 9, 2012 (17 days) · Other
- Vista Investment Management, LLC to Mckinley Carter Wealth Services, Inc.left Dec 21, 2007, registered Nov 29, 2007 (-22 days) · Other
- Garrison Institutional Asset Management to Vista Investment Management, LLCleft Dec 31, 2004, registered Oct 23, 2006 (661 days) · Other
Signals
No dated event on this person.
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address