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
Bradley Seth Mayer
Feed of 09/15/2026
At current firm
4 y
since Mar 4, 2022
In the industry
26 y
since Nov 1, 1999 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kingswood Wealth Advisors, LLC BD affiliated currentsince Mar 4, 2022 · Pflugerville, Tx
- Benchmark Advisory Services, LLC no RAUMOct 11, 2019 to Feb 28, 2022 · Pfugerville, Tx
- Sb Advisory, LLC independent RIAMay 30, 2017 to Sep 11, 2019 · Plugerville, Tx
- Mayer Financial Services Group, LLC unclassifiedMay 26, 2015 to Dec 31, 2015 · Baltimore, Md
- Mayer Financial Services Group, LLC unclassifiedFeb 1, 2013 to Dec 31, 2014 · Baltimore, Md
- Mayer Financial Services Group, LLC unclassifiedNov 19, 2007 to Dec 31, 2012 · Baltimore, Md
- H. Beck, Inc. formerOct 14, 2004 to May 26, 2017 · Baltimore, Md
- Independent Advisers Group Corp formerNov 13, 2002 to Dec 11, 2006 · Bethesda, Md
- Osaic Fs, Inc. formerNov 1, 2002 to Aug 17, 2004 · Bethesda, Md
- Ameriprise Financial Services, LLC national BDNov 18, 1999 to Jul 10, 2002 · Towson, Md
Moves
a registration end followed by a registration begin elsewhere
- Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLCleft Feb 28, 2022, registered Mar 4, 2022 (4 days) · RIA to RIA · moved with a team
- Sb Advisory, LLC to Benchmark Advisory Services, LLCleft Sep 11, 2019, registered Oct 11, 2019 (30 days) · Affiliated broker-dealer or bank to a newly registered adviser
- H. Beck, Inc. to Mayer Financial Services Group, LLCleft May 26, 2017, registered Nov 19, 2007 (-3476 days) · Other
- Mayer Financial Services Group, LLC to Sb Advisory, LLCleft Dec 31, 2015, registered May 30, 2017 (516 days) · Other
- Independent Advisers Group Corp to H. Beck, Inc.left Dec 11, 2006, registered Oct 14, 2004 (-788 days) · Other
- Osaic Fs, Inc. to Independent Advisers Group Corpleft Aug 17, 2004, registered Nov 13, 2002 (-643 days) · Other
- Ameriprise Financial Services, LLC to Osaic Fs, Inc.left Jul 10, 2002, registered Nov 1, 2002 (114 days) · Other
Signals
- Bradley Seth Mayer left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-03-04)Feb 28, 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
- 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