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Registered advisor
B•••• F•••••• G••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Brian F Gallagher
At current firm
1 y
since Jul 29, 2025
In the industry
38 y
since Oct 6, 1987 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- A••••• A•• P••••••• S••••••• BD affiliated currentsince Jul 29, 2025 · Gainesville, Fl
- S••••• W••••• A•••••••• I••• no RAUMFeb 14, 2012 to Oct 11, 2017 · Orlando, Fl
- C•••••• S••••• • C••• I••• national BDFeb 6, 2003 to Mar 27, 2012 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- S••••• W••••• A•••••••• I••• to A••••• A•• P••••••• S•••••••left Oct 11, 2017, registered Jul 29, 2025 (2848 days) · Other
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left Mar 27, 2012, registered Feb 14, 2012 (-42 days) · channel change inside one enterprise, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address