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

Bryan J Larrison

Trustmont Advisory Group, Inc.BD affiliatedGreensburg, Pa dual registrantIAPD 2709096

Feed of 09/15/2026

At current firm

2 y

since Apr 4, 2024

In the industry

26 y

since Nov 23, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Trustmont Advisory Group, Inc. BD affiliated current
since Apr 4, 2024 · Dublin, Oh
Ausdal Financial Partners, Inc. independent RIA
Mar 10, 2017 to Aug 1, 2023 · Dublin, Oh
Sandlapper Wealth Management, LLC former
Jun 22, 2010 to Mar 13, 2017 · Cincinnati, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 27, 2007 to Apr 21, 2010 · Columbus, Oh
UBS Financial Services Inc. wirehouse
Nov 4, 2003 to May 15, 2007 · Columbus, Oh
Citigroup Global Markets Inc. BD affiliated
Aug 28, 2001 to Nov 13, 2003 · Palo Alto, Ca

Moves

a registration end followed by a registration begin elsewhere

Ausdal Financial Partners, Inc. to Trustmont Advisory Group, Inc.
left Aug 1, 2023, registered Apr 4, 2024 (247 days) · RIA to affiliated broker-dealer or bank
Sandlapper Wealth Management, LLC to Ausdal Financial Partners, Inc.
left Mar 13, 2017, registered Mar 10, 2017 (-3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sandlapper Wealth Management, LLC
left Apr 21, 2010, registered Jun 22, 2010 (62 days) · Other
UBS Financial Services Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left May 15, 2007, registered Apr 27, 2007 (-18 days) · Wirehouse to wirehouse
Citigroup Global Markets Inc. to UBS Financial Services Inc.
left Nov 13, 2003, registered Nov 4, 2003 (-9 days) · Other

Signals

Bryan J Larrison left Ausdal Financial Partners, Inc. for Trustmont Advisory Group, Inc. (registered 2024-04-04)
Aug 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address