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.
D••••• J•••• B••••••••
- Professional profile
- linkedin.com/in/dustin-briquelet-12304722reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince Feb 1, 2023 · San Diego, Ca
- L••••• W••••• A•••••••• I••• formerJan 14, 2021 to Mar 31, 2023 · San Diego, Ca
- L••••• W••••• A•••••••• I••• formerDec 3, 2012 to Dec 31, 2020 · Solana Beach, Ca
- U•• F•••••••• S••••••• I••• wirehouseJul 8, 2005 to Dec 10, 2012 · La Jolla, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 8, 1997 to Jul 28, 2005 · La Jolla, Ca
- L••••• W••••• A•••••••• I••• to I••••••••• W••••• C••••••• L••left Mar 31, 2023, registered Feb 1, 2023 (-58 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to L••••• W••••• A•••••••• I•••left Dec 10, 2012, registered Dec 3, 2012 (-7 days) · Other
- C•••••••• G••••• M•••••• I••• to U•• F•••••••• S••••••• I•••left Jul 28, 2005, registered Jul 8, 2005 (-20 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address