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

G••• D•••• A•••••

V••••••• A•••••••• I•••BD affiliatedPlano, Txdual registrantIAPD 2281746

Certified Financial Planner

Feed of 09/14/2026

Also filed as Glen D Bearden

At current firm

0 y

since Dec 15, 2025

In the industry

33 y

since Feb 16, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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

V••••••• A•••••••• I••• BD affiliated current
since Dec 15, 2025 · Plano, Tx
G••••••••• W••••• A••••••• independent RIA
Apr 16, 2024 to Dec 9, 2025 · Richardson, Tx
F••••••• P••••••• A•• W•••••••• A••••••• former
Feb 7, 2020 to Apr 4, 2024 · Westlake, Tx
K••••• A••••••• S•••••••• L•• BD affiliated
May 10, 2018 to Jan 9, 2020 · Irving, Tx
F••••• I••••••••• independent RIA
Sep 20, 2017 to Feb 27, 2018 · Plano, Tx
C•••••• O•• A•••••••• L•• former
Jan 5, 2017 to Aug 15, 2017 · Plano, Tx
S•••••••• A••••••• L•• national BD
Jan 3, 2013 to Sep 5, 2013 · Westlake, Tx
B••• I••••••••• S•••••••• I••• former
May 4, 2011 to Oct 28, 2011 · Charlotte, Nc
C••••••• W••••• A•••••••• L•• former
Sep 21, 2010 to Jan 24, 2011 · Frisco, Tx
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Sep 4, 2009 to Jun 11, 2010 · Grapevine, Tx
C•••••• S••••• • C••• I••• national BD
Oct 15, 2007 to Sep 11, 2009 · Southlake, Tx

Moves

a registration end followed by a registration begin elsewhere

G••••••••• W••••• A••••••• to V••••••• A•••••••• I•••
left Dec 9, 2025, registered Dec 15, 2025 (6 days) · RIA to affiliated broker-dealer or bank
F••••••• P••••••• A•• W•••••••• A••••••• to G••••••••• W••••• A•••••••
left Apr 4, 2024, registered Apr 16, 2024 (12 days) · Affiliated broker-dealer or bank to independent RIA
K••••• A••••••• S•••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jan 9, 2020, registered Feb 7, 2020 (29 days) · Affiliated broker-dealer or bank to another
F••••• I••••••••• to K••••• A••••••• S•••••••• L••
left Feb 27, 2018, registered May 10, 2018 (72 days) · Other
C•••••• O•• A•••••••• L•• to F••••• I•••••••••
left Aug 15, 2017, registered Sep 20, 2017 (36 days) · Other
S•••••••• A••••••• L•• to C•••••• O•• A•••••••• L••
left Sep 5, 2013, registered Jan 5, 2017 (1218 days) · Other
B••• I••••••••• S•••••••• I••• to S•••••••• A••••••• L••
left Oct 28, 2011, registered Jan 3, 2013 (433 days) · Other
C••••••• W••••• A•••••••• L•• to B••• I••••••••• S•••••••• I•••
left Jan 24, 2011, registered May 4, 2011 (100 days) · Other
C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••••• W••••• A•••••••• L••
left Jun 11, 2010, registered Sep 21, 2010 (102 days) · Other
C•••••• S••••• • C••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Sep 11, 2009, registered Sep 4, 2009 (-7 days) · Other

Signals

G••• D•••• A••••• left G••••••••• W••••• A••••••• for V••••••• A•••••••• I••• (registered 2025-12-15)
Dec 9, 2025 · Advisor changed firm · fact
G••• D•••• A••••• left F••••••• P••••••• A•• W•••••••• A••••••• for G••••••••• W••••• A••••••• (registered 2024-04-16)
Apr 4, 2024 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address