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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• C• B••••••••

L•• F•••••••• L••BD affiliatedPalm Desert, Cadual registrantIAPD 2239356

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bruce Charles Branstine

At current firm

1 y

since May 1, 2025

In the industry

34 y

since Jun 25, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since May 1, 2025 · Palm Desert, Ca
G•••• P•••• A•••••••• L•• former
Jan 28, 2022 to May 1, 2025 · Palm Desert, Ca
E•• F•••••••• A••••••• independent RIA
Dec 6, 2019 to Feb 3, 2022 · Irvine, Ca
E••••• J•••• national BD
May 25, 2018 to Sep 10, 2019 · Orange, Ca
F•••• A••••• A••••••• S•••••••• I••• former
Jun 27, 2017 to May 29, 2018 · Orange, Ca
P••• A••••• S••••••••• L•• BD affiliated
Sep 27, 2016 to Apr 13, 2017 · Irvine, Ca
C••••••• S••••••••• former
Jan 10, 2014 to Apr 21, 2016 · Costa Mesa, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 15, 2011 to Dec 17, 2013 · Newport Beach, Ca
L•• F•••••••• L•• BD affiliated
Jul 5, 2011 to Nov 2, 2011 · Ontario, Ca
U•••• F•••••••• S••••••• G••••• I••• unclassified
Apr 29, 2008 to Jul 5, 2011 · Ontario, Ca
N••••••• T•••• S••••••••• I•• BD affiliated
Jun 27, 2006 to Feb 20, 2008 · Newport Beach, Ca
U•• F•••••••• S••••••• I••• wirehouse
Sep 26, 2003 to Jun 22, 2006 · Newport Beach, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Aug 17, 2001 to Sep 26, 2003 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

G•••• P•••• A•••••••• L•• to L•• F•••••••• L••
left May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
E•• F•••••••• A••••••• to G•••• P•••• A•••••••• L••
left Feb 3, 2022, registered Jan 28, 2022 (-6 days) · Affiliated broker-dealer or bank to another
E••••• J•••• to E•• F•••••••• A•••••••
left Sep 10, 2019, registered Dec 6, 2019 (87 days) · Affiliated broker-dealer or bank to another
F•••• A••••• A••••••• S•••••••• I••• to E••••• J••••
left May 29, 2018, registered May 25, 2018 (-4 days) · Affiliated broker-dealer or bank to another
P••• A••••• S••••••••• L•• to F•••• A••••• A••••••• S•••••••• I•••
left Apr 13, 2017, registered Jun 27, 2017 (75 days) · Other
C••••••• S••••••••• to P••• A••••• S••••••••• L••
left Apr 21, 2016, registered Sep 27, 2016 (159 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••• S•••••••••
left Dec 17, 2013, registered Jan 10, 2014 (24 days) · Other
L•• F•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 2, 2011, registered Dec 15, 2011 (43 days) · Other
U•••• F•••••••• S••••••• G••••• I••• to L•• F•••••••• L••
left Jul 5, 2011, registered Jul 5, 2011 (0 days) · corporate re-registration, not a move
N••••••• T•••• S••••••••• I•• to U•••• F•••••••• S••••••• G••••• I•••
left Feb 20, 2008, registered Apr 29, 2008 (69 days) · Other
U•• F•••••••• S••••••• I••• to N••••••• T•••• S••••••••• I••
left Jun 22, 2006, registered Jun 27, 2006 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left Sep 26, 2003, registered Sep 26, 2003 (0 days) · Wirehouse to wirehouse

Signals

B•••• C• B•••••••• left E•• F•••••••• A••••••• for G•••• P•••• A•••••••• L•• (registered 2022-01-28)
Feb 3, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address