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

B Brandon Mackie

Allworth Financial, L.P.BD affiliatedFolsom, Ca IA-onlyIAPD 2919084

Certified Financial Planner

Feed of 09/15/2026

Also filed as B. Brandon Mackie

At current firm

1 y

since Apr 3, 2025

In the industry

26 y

since Jun 10, 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

Allworth Financial, L.P. BD affiliated current
since Apr 3, 2025 · Kennesaw, Ga
Mariner BD affiliated
Aug 22, 2023 to Mar 17, 2025 · Atlanta, Ga
The Mather Group, LLC independent RIA
Aug 27, 2021 to Aug 10, 2023 · Atlanta, Ga
Felton & Peel Wealth Management, Inc. state registered
Aug 23, 2018 to Aug 26, 2021 · Atlanta, Ga
Henssler Financial former
Sep 4, 2015 to Aug 23, 2018 · Kennesaw, Ga
Henssler Financial independent RIA
Sep 4, 2015 to Aug 23, 2018 · Kennesaw, Ga
Suntrust Investment Services, Inc. former
May 12, 2014 to Jul 16, 2015 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Mariner to Allworth Financial, L.P.
left Mar 17, 2025, registered Apr 3, 2025 (17 days) · Affiliated broker-dealer or bank to another
The Mather Group, LLC to Mariner
left Aug 10, 2023, registered Aug 22, 2023 (12 days) · RIA to affiliated broker-dealer or bank
Felton & Peel Wealth Management, Inc. to The Mather Group, LLC
left Aug 26, 2021, registered Aug 27, 2021 (1 days) · Other
Henssler Financial to Henssler Financial
left Aug 23, 2018, registered Sep 4, 2015 (-1084 days) · Other
Henssler Financial to Henssler Financial
left Aug 23, 2018, registered Sep 4, 2015 (-1084 days) · channel change inside one enterprise, not a move
Suntrust Investment Services, Inc. to Henssler Financial
left Jul 16, 2015, registered Sep 4, 2015 (50 days) · Other

Signals

B Brandon Mackie left Mariner for Allworth Financial, L.P. (registered 2025-04-03)
Mar 17, 2025 · Advisor changed firm · fact
B Brandon Mackie left The Mather Group, Llc for Mariner (registered 2023-08-22)
Aug 10, 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