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.

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Registered advisor

B•••• T••••• B••••••

S•••• F••• I••••••••• M••••••••• C••••asset managerVirginia Beach, Va dual registrantIAPD 2454245

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Brian T Brunick

At current firm

1 y

since Jun 25, 2025

In the industry

32 y

since Apr 8, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••• F••• I••••••••• M••••••••• C•••• asset manager current
since Jun 25, 2025 · Virginia Beach, Va
N••• F•••••• I••••••••• S•••••••• L•• BD affiliated
Jun 26, 2018 to Feb 3, 2022 · Vienna, Va
B••• S••••••••• L•• former
Jan 2, 2018 to Jan 22, 2018 · Virginia Beach, Va
B••• I••••••••• S•••••••• I••• former
Jan 22, 2008 to Jan 2, 2018 · Virginia Beach, Va
U•••• F•••••••• S••••••• G••••• I••• unclassified
Apr 13, 2007 to Dec 4, 2007 · Virginia Beach, Va

Moves

a registration end followed by a registration begin elsewhere

N••• F•••••• I••••••••• S•••••••• L•• to S•••• F••• I••••••••• M••••••••• C••••
left Feb 3, 2022, registered Jun 25, 2025 (1238 days) · Other
B••• S••••••••• L•• to N••• F•••••• I••••••••• S•••••••• L••
left Jan 22, 2018, registered Jun 26, 2018 (155 days) · Other
B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
U•••• F•••••••• S••••••• G••••• I••• to B••• I••••••••• S•••••••• I•••
left Dec 4, 2007, registered Jan 22, 2008 (49 days) · Other

Signals

B•••• T••••• B•••••• left N••• F•••••• I••••••••• S•••••••• L•• for S•••• F••• I••••••••• M••••••••• C•••• (registered 2025-06-25)
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: Asset manager (funds and pooled vehicles)derived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address