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
Brian Mckevitt
Feed of 09/14/2026
At current firm
0 y
since Apr 14, 2026
In the industry
29 y
since Jan 8, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Enterprise, LLC BD affiliated currentsince Apr 14, 2026 · Bedminster, Nj
- Aegis Capital Corp. BD affiliatedMar 26, 2010 to Apr 29, 2026 · Hackettstown, Nj
- Gunnallen Financial, Inc unclassifiedApr 2, 2004 to Mar 29, 2010 · Hackettstown, Nj
- Morgan Stanley Dw Inc. unclassifiedJul 5, 2002 to Feb 17, 2004 · Rockaway, Nj
Moves
a registration end followed by a registration begin elsewhere
- Aegis Capital Corp. to LPL Enterprise, LLCleft Apr 29, 2026, registered Apr 14, 2026 (-15 days) · Affiliated broker-dealer or bank to another
- Gunnallen Financial, Inc to Aegis Capital Corp.left Mar 29, 2010, registered Mar 26, 2010 (-3 days) · Other
- Morgan Stanley Dw Inc. to Gunnallen Financial, Incleft Feb 17, 2004, registered Apr 2, 2004 (45 days) · Other
Signals
- Brian Mckevitt left Aegis Capital Corp. for Lpl Enterprise, Llc (registered 2026-04-14)Apr 29, 2026 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address