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

Brent Wayne Whiddon

Private Advisor Group, LLCBD affiliatedMorristown, Nj IA-onlyIAPD 2567830

Feed of 09/14/2026

Also filed as Brent Wayne Whidden

At current firm

0 y

since Jul 1, 2026

In the industry

31 y

since Apr 4, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Private Advisor Group, LLC BD affiliated current
since Jul 1, 2026 · Morristown, Nj
Oneascent Wealth Management independent RIA
Jun 12, 2020 to Aug 3, 2026 · Albany, Ga
Cwm, LLC BD affiliated
Jan 21, 2015 to Jul 10, 2020 · Albany, Ga
Beam Wealth Advisors, Inc. independent RIA
Oct 31, 2012 to Oct 2, 2015 · Covington, La
LPL Financial LLC BD affiliated
Nov 12, 2009 to Jan 19, 2017 · Albany, Ga
Edward Jones national BD
Feb 13, 2007 to Nov 6, 2009 · Albany, Ga

Moves

a registration end followed by a registration begin elsewhere

Oneascent Wealth Management to Private Advisor Group, LLC
left Aug 3, 2026, registered Jul 1, 2026 (-33 days) · RIA to affiliated broker-dealer or bank
Cwm, LLC to Oneascent Wealth Management
left Jul 10, 2020, registered Jun 12, 2020 (-28 days) · Affiliated broker-dealer or bank to a newly registered adviser
LPL Financial LLC to Beam Wealth Advisors, Inc.
left Jan 19, 2017, registered Oct 31, 2012 (-1541 days) · Other
Beam Wealth Advisors, Inc. to Cwm, LLC
left Oct 2, 2015, registered Jan 21, 2015 (-254 days) · Other
Edward Jones to LPL Financial LLC
left Nov 6, 2009, registered Nov 12, 2009 (6 days) · Other

Signals

Brent Wayne Whiddon left Oneascent Wealth Management for Private Advisor Group, Llc (registered 2026-07-01)
Aug 3, 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: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address