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 Lynch Collins
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
2 y
since Nov 6, 2023
In the industry
22 y
since May 1, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince Nov 6, 2023 · San Rafael, Ca
- Hub Investment Partners, LLC independent RIA currentsince Nov 6, 2023 · Northbrook, Il
- Hub International Investment Services Inc. unclassifiedJun 27, 2022 to Nov 6, 2023 · Northbrook, Il
- Millennium Advisory Services, Inc. formerJun 27, 2022 to Jan 29, 2025 · Northbrook, Il
- Sheridan Road Advisors, LLC, A Hub International Company formerJun 27, 2022 to Oct 25, 2022 · Northbrook, Il
- Hub Investment Advisors, Inc formerJun 27, 2022 to Mar 30, 2026 · Omaha, Ne
- Taylor Advisors, Inc., A Hub International Company formerJun 27, 2022 to Mar 30, 2026 · Northbrook, Il
Moves
a registration end followed by a registration begin elsewhere
- Taylor Advisors, Inc., A Hub International Company to Hub Investment Partners, LLCleft Mar 30, 2026, registered Nov 6, 2023 (-875 days) · Other
- Hub Investment Advisors, Inc to Taylor Advisors, Inc., A Hub International Companyleft Mar 30, 2026, registered Jun 27, 2022 (-1372 days) · Other
- Millennium Advisory Services, Inc. to Hub Investment Advisors, Incleft Jan 29, 2025, registered Jun 27, 2022 (-947 days) · channel change inside one enterprise, not a move
- Hub International Investment Services Inc. to Millennium Advisory Services, Inc.left Nov 6, 2023, registered Jun 27, 2022 (-497 days) · Other
- Sheridan Road Advisors, LLC, A Hub International Company to Hub International Investment Services Inc.left Oct 25, 2022, registered Jun 27, 2022 (-120 days) · Other · moved with a team
Signals
- Brian Lynch Collins left Taylor Advisors, Inc., A Hub International Company for Hub Investment Advisors, Inc (registered 2022-06-27)Mar 30, 2026 · Advisor changed firm · fact
- Brian Lynch Collins left Hub Investment Advisors, Inc for Global Retirement Partners Llc (registered 2023-11-06)Mar 30, 2026 · Advisor changed firm · fact
- Brian Lynch Collins left Hub International Investment Services Inc. for Millennium Advisory Services, Inc. (registered 2022-06-27)Nov 6, 2023 · Advisor changed firm · fact
- Brian Lynch Collins left Sheridan Road Advisors, Llc, A Hub International Company for Hub International Investment Services Inc. (registered 2022-06-27)Oct 25, 2022 · 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
- Institutional managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address