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Registered advisor
B•••• G•••••• R•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brent G Rattin
At current firm
5 y
since Aug 9, 2021
In the industry
26 y
since Jan 1, 2000 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S••••• W••••• A•••••••• I••• no RAUM currentsince Aug 9, 2021 · Indianapolis, In
- J••• M••••• S••••••••• L•• wirehouseJul 24, 2018 to Apr 22, 2020 · Indianapolis, In
- S••••• W••••• A•••••••• I••• no RAUMNov 3, 2015 to Jul 18, 2018 · Indianapolis, In
- C•••••• S••••• • C••• I••• national BDMay 1, 2007 to Nov 3, 2015 · Fishers (Indianapolis), In
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to S••••• W••••• A•••••••• I•••left Apr 22, 2020, registered Aug 9, 2021 (474 days) · Other
- S••••• W••••• A•••••••• I••• to J••• M••••• S••••••••• L••left Jul 18, 2018, registered Jul 24, 2018 (6 days) · Affiliated broker-dealer or bank to wirehouse
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left Nov 3, 2015, registered Nov 3, 2015 (0 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
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
- No RAUM reportedderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address