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
Andrea Brashears-Sampson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Andrea Damonea Brashears
At current firm
4 y
since Dec 22, 2021
In the industry
26 y
since Oct 14, 1999 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wise Financial Counsel, LLC state registered currentsince Dec 22, 2021 · Fort Washington, Md
- Omega Wealth Management LLC independent RIAJul 21, 2020 to Sep 23, 2021 · Arlington, Va
- Wealthcare Financial Group, Inc. state registeredMay 19, 2020 to Jun 7, 2020 · Peachtree City, Ga
- West Financial Services, Inc. independent RIAJan 5, 2017 to Jun 9, 2020 · Mclean, Va
- Suntrust Investment Services, Inc. formerOct 14, 2008 to Nov 2, 2009 · Laurel, Md
- Navy Federal Asset Management, LLC formerMay 9, 2008 to Jun 27, 2008 · Vienna, Va
- Missionsquare Retirement BD affiliatedFeb 10, 2006 to Oct 23, 2007 · Washington, Dc
- Raymond James Financial Services, Inc. unclassifiedApr 13, 2004 to Oct 18, 2004 · Landover, Md
Moves
a registration end followed by a registration begin elsewhere
- Omega Wealth Management LLC to Wise Financial Counsel, LLCleft Sep 23, 2021, registered Dec 22, 2021 (90 days) · RIA to a state-registered adviser
- West Financial Services, Inc. to Wealthcare Financial Group, Inc.left Jun 9, 2020, registered May 19, 2020 (-21 days) · RIA to a state-registered adviser
- Wealthcare Financial Group, Inc. to Omega Wealth Management LLCleft Jun 7, 2020, registered Jul 21, 2020 (44 days) · Other
- Suntrust Investment Services, Inc. to West Financial Services, Inc.left Nov 2, 2009, registered Jan 5, 2017 (2621 days) · Other
- Navy Federal Asset Management, LLC to Suntrust Investment Services, Inc.left Jun 27, 2008, registered Oct 14, 2008 (109 days) · Other
- Missionsquare Retirement to Navy Federal Asset Management, LLCleft Oct 23, 2007, registered May 9, 2008 (199 days) · Other
- Raymond James Financial Services, Inc. to Missionsquare Retirementleft Oct 18, 2004, registered Feb 10, 2006 (480 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address