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 Sherwood Villec
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Feb 28, 2025
In the industry
29 y
since Apr 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
S66, 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 Financial LLC BD affiliated currentsince Feb 28, 2025 · Wilmington, De
- Tlg Advisors, Inc. BD affiliatedMar 28, 2019 to Mar 4, 2025 · Wilmington, De
- Nationwide Securities, LLC no RAUMAug 1, 2008 to Jan 7, 2019 · Grandview Heights, Oh
- 1717 Capital Management Company unclassifiedMar 14, 2005 to Aug 1, 2008 · Newark, De
Moves
a registration end followed by a registration begin elsewhere
- Tlg Advisors, Inc. to LPL Financial LLCleft Mar 4, 2025, registered Feb 28, 2025 (-4 days) · Affiliated broker-dealer or bank to another
- Nationwide Securities, LLC to Tlg Advisors, Inc.left Jan 7, 2019, registered Mar 28, 2019 (80 days) · Other
- 1717 Capital Management Company to Nationwide Securities, LLCleft Aug 1, 2008, registered Aug 1, 2008 (0 days) · corporate re-registration, not a move
Signals
- Brian Sherwood Villec left Tlg Advisors, Inc. for Lpl Financial Llc (registered 2025-02-28)Mar 4, 2025 · 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