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

Terrilyn Dawn Brownfield

Compass Coaching And Consulting, LLCstate registeredTulsa, OkIA-onlyIAPD 2477718

Feed of 09/14/2026

Also filed as Terrilyn Mcmahan

At current firm

0 y

since Jan 6, 2026

In the industry

26 y

since Jul 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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

Compass Coaching And Consulting, LLC state registered current
since Jan 6, 2026 · Tulsa, Ok
Brookstone Wealth Advisors, LLC no RAUM
Jun 8, 2021 to Dec 31, 2023 · Tulsa, Ok
Redhawk Wealth Advisors, Inc. independent RIA
Jan 4, 2018 to Jul 8, 2021 · Tulsa, Ok
Madison Avenue Securities, LLC BD affiliated
May 5, 2016 to Jan 8, 2018 · San Diego, Ca
Gradient Wealth Management BD affiliated
Apr 3, 2015 to May 2, 2016 · Tulsa, Ok
Gradient Advisors, LLC independent RIA
Jan 9, 2013 to Mar 30, 2015 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

Brookstone Wealth Advisors, LLC to Compass Coaching And Consulting, LLC
left Dec 31, 2023, registered Jan 6, 2026 (737 days) · Other
Redhawk Wealth Advisors, Inc. to Brookstone Wealth Advisors, LLC
left Jul 8, 2021, registered Jun 8, 2021 (-30 days) · RIA to RIA
Madison Avenue Securities, LLC to Redhawk Wealth Advisors, Inc.
left Jan 8, 2018, registered Jan 4, 2018 (-4 days) · Other · moved with a team
Gradient Wealth Management to Madison Avenue Securities, LLC
left May 2, 2016, registered May 5, 2016 (3 days) · Other
Gradient Advisors, LLC to Gradient Wealth Management
left Mar 30, 2015, registered Apr 3, 2015 (4 days) · Other · moved with a team

Signals

Terrilyn Dawn Brownfield left Brookstone Wealth Advisors, Llc for Compass Coaching And Consulting, Llc (registered 2026-01-06)
Dec 31, 2023 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address