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
James William Bryan
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Jr James William Bryan
At current firm
1 y
since Jan 6, 2025
In the industry
25 y
since Oct 16, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hyland Lake Partners state registered currentsince Jan 6, 2025 · Edina, Mn
- Northwest Asset Management independent RIAJul 1, 2024 to Apr 2, 2025 · Edina, Mn
- Cahill Financial Advisors, Inc. independent RIAMar 1, 2013 to Jul 1, 2024 · Edina, Mn
- Ameriprise Financial Services, LLC national BDOct 4, 2006 to Jan 8, 2007 · Edina, Mn
Moves
a registration end followed by a registration begin elsewhere
- Northwest Asset Management to Hyland Lake Partnersleft Apr 2, 2025, registered Jan 6, 2025 (-86 days) · RIA to a state-registered adviser
- Cahill Financial Advisors, Inc. to Northwest Asset Managementleft Jul 1, 2024, registered Jul 1, 2024 (0 days) · RIA to RIA
- Ameriprise Financial Services, LLC to Cahill Financial Advisors, Inc.left Jan 8, 2007, registered Mar 1, 2013 (2244 days) · Other
Signals
- James William Bryan left Northwest Asset Management for Hyland Lake Partners (registered 2025-01-06)Apr 2, 2025 · Advisor changed firm · fact
- James William Bryan left Cahill Financial Advisors, Inc. for Northwest Asset Management (registered 2024-07-01)Jul 1, 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address