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.
Brian James Boughner
- Title
- Principalreportedfiduciaryalliance.orgfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- The Fiduciary Alliance independent RIA currentsince Mar 6, 2026 · Greenville, Sc
- Bison Wealth, LLC formerMay 3, 2013 to Oct 6, 2016 · Greenville, Sc
- Bb&T Asset Management, Inc. unclassifiedJun 23, 2009 to Nov 10, 2010 · Greenville, Sc
- Charles Schwab & Co., Inc. national BDMar 28, 2003 to May 12, 2003 · Orlando, Fl
- Bison Wealth, LLC to The Fiduciary Allianceleft Oct 6, 2016, registered Mar 6, 2026 (3438 days) · Other · moved with a team
- Bb&T Asset Management, Inc. to Bison Wealth, LLCleft Nov 10, 2010, registered May 3, 2013 (905 days) · Other
- Charles Schwab & Co., Inc. to Bb&T Asset Management, Inc.left May 12, 2003, registered Jun 23, 2009 (2234 days) · Other
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address