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
Brett Alan Rufkahr
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Brett Rufkahr
At current firm
9 y
since Feb 15, 2017
In the industry
37 y
since Feb 10, 1989 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Alpine Private Wealth independent RIA currentsince Feb 15, 2017 · Saint Louis, Mo
- Acr Alpine Capital Research, LLC mixed wealthJul 17, 2014 to Feb 15, 2017 · St. Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 14, 2011 to Jun 4, 2013 · Clayton, Mo
Moves
a registration end followed by a registration begin elsewhere
- Acr Alpine Capital Research, LLC to Alpine Private Wealthleft Feb 15, 2017, registered Feb 15, 2017 (0 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Acr Alpine Capital Research, LLCleft Jun 4, 2013, registered Jul 17, 2014 (408 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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address