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 James Wise
Feed of 09/14/2026
Also filed as Bradley J Wise
At current firm
1 y
since Apr 3, 2025
In the industry
40 y
since Aug 1, 1986 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Revisor Wealth Management LLC independent RIA currentsince Apr 3, 2025 · Akron, Oh
- Ast Investment Services, Inc. asset managerSep 7, 2006 to Nov 4, 2020 · Shelton, Ct
- American Skandia Advisory Services, Inc. unclassifiedJan 12, 2004 to Mar 24, 2004 · Shelton, Ct
- Pruco Securities, LLC no RAUMFeb 10, 2003 to Dec 31, 2003 · Newark, Nj
Moves
a registration end followed by a registration begin elsewhere
- Ast Investment Services, Inc. to Revisor Wealth Management LLCleft Nov 4, 2020, registered Apr 3, 2025 (1611 days) · Other
- American Skandia Advisory Services, Inc. to Ast Investment Services, Inc.left Mar 24, 2004, registered Sep 7, 2006 (897 days) · Other
- Pruco Securities, LLC to American Skandia Advisory Services, Inc.left Dec 31, 2003, registered Jan 12, 2004 (12 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address