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
Brenda Kay Mccombs
Feed of 09/15/2026
Also filed as Brenda Kay Arthur
At current firm
0 y
since Jul 1, 2026
In the industry
28 y
since Nov 13, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Jul 1, 2026 · New York, Ny
- Cordant Wealth Partners formerSep 14, 2010 to Jul 17, 2026 · Portland, Or
- Morgan Stanley wirehouseJun 1, 2009 to Sep 30, 2010 · Portland, Or
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Portland, Or
- Morgan Stanley Dw Inc. unclassifiedSep 20, 2006 to Apr 2, 2007 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Cordant Wealth Partners to Cerity Partners LLCleft Jul 17, 2026, registered Jul 1, 2026 (-16 days) · RIA to RIA · moved with a team
- Morgan Stanley to Cordant Wealth Partnersleft Sep 30, 2010, registered Sep 14, 2010 (-16 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
- Brenda Kay Mccombs left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address