RIA Intelligence

• Farther independent RIA current
  since Jun 18, 2025 · Chandler, Az
• Cambridge Investment Research Advisors, Inc. BD affiliated
  Oct 17, 2023 to Mar 27, 2025 · Phoenix, Az
• Origin Investment Advisory LLC independent RIA
  May 18, 2022 to May 18, 2023 · Chandler, Az
• Reichert Asset Management, LLC unclassified
  May 3, 2021 to Nov 6, 2023 · Chandler, Az
• Ae Wealth Management, LLC BD affiliated
  Jan 24, 2020 to Jul 22, 2021 · Mesa, Az
• MML Investors Services, LLC BD affiliated
  Sep 7, 2018 to Apr 26, 2019 · Phoenix, Az
• Keatsconnelly former
  Nov 19, 2013 to Nov 6, 2017 · Phoenix, Az
• MML Investors Services, LLC BD affiliated
  Apr 21, 2011 to Jun 16, 2011 · Scottsdale, Az
• Charles Schwab & Co., Inc. national BD
  Oct 25, 2006 to Apr 23, 2009 · Phoenix, Az
• Usaa Financial Planning Services former
  Dec 20, 2005 to Aug 30, 2006 · Phoenix, Az

• Cambridge Investment Research Advisors, Inc. to Farther
  left Mar 27, 2025, registered Jun 18, 2025 (83 days) · Affiliated broker-dealer or bank to independent RIA
• Reichert Asset Management, LLC to Origin Investment Advisory LLC
  left Nov 6, 2023, registered May 18, 2022 (-537 days) · Other
• Origin Investment Advisory LLC to Cambridge Investment Research Advisors, Inc.
  left May 18, 2023, registered Oct 17, 2023 (152 days) · RIA to affiliated broker-dealer or bank
• Ae Wealth Management, LLC to Reichert Asset Management, LLC
  left Jul 22, 2021, registered May 3, 2021 (-80 days) · Other
• MML Investors Services, LLC to Ae Wealth Management, LLC
  left Apr 26, 2019, registered Jan 24, 2020 (273 days) · Affiliated broker-dealer or bank to independent RIA
• Keatsconnelly to MML Investors Services, LLC
  left Nov 6, 2017, registered Sep 7, 2018 (305 days) · Other
• MML Investors Services, LLC to Keatsconnelly
  left Jun 16, 2011, registered Nov 19, 2013 (887 days) · Other
• Charles Schwab & Co., Inc. to MML Investors Services, LLC
  left Apr 23, 2009, registered Apr 21, 2011 (728 days) · Other
• Usaa Financial Planning Services to Charles Schwab & Co., Inc.
  left Aug 30, 2006, registered Oct 25, 2006 (56 days) · Other

• Brad Lee Reichert left Cambridge Investment Research Advisors, Inc. for Farther (registered 2025-06-18)
  Mar 27, 2025 · Advisor changed firm · fact
• Brad Lee Reichert left Reichert Asset Management, Llc for Origin Investment Advisory Llc (registered 2022-05-18)
  Nov 6, 2023 · Advisor changed firm · fact
• Brad Lee Reichert left Origin Investment Advisory Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-10-17)
  May 18, 2023 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

20derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address