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
Brad Jedd Myers
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
3 y
since Apr 12, 2023
In the industry
26 y
since May 10, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Lone Peak Advisers independent RIA currentsince Apr 12, 2023 · Draper, Ut
- Lone Peak Advisers independent RIAJul 19, 2022 to Dec 31, 2022 · Draper, Ut
- Geneos Wealth Management, Inc. BD affiliatedAug 16, 2017 to Jul 18, 2022 · South Jordan, Ut
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerSep 3, 2008 to Aug 16, 2017 · Las Vegas, Nv
- Hornor, Townsend & Kent, LLC independent RIAFeb 17, 2004 to Sep 12, 2008 · Holladay, Ut
- Principal Securities, Inc. BD affiliatedMay 9, 2003 to Sep 18, 2003 · Midvale, Ut
Moves
a registration end followed by a registration begin elsewhere
- Geneos Wealth Management, Inc. to Lone Peak Advisersleft Jul 18, 2022, registered Jul 19, 2022 (1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Geneos Wealth Management, Inc.left Aug 16, 2017, registered Aug 16, 2017 (0 days) · Other
- Hornor, Townsend & Kent, LLC to National Planning Corporation ("Npc Of America" In Fl & Ny)left Sep 12, 2008, registered Sep 3, 2008 (-9 days) · Other
- Principal Securities, Inc. to Hornor, Townsend & Kent, LLCleft Sep 18, 2003, registered Feb 17, 2004 (152 days) · Other
Signals
- Brad Jedd Myers left Geneos Wealth Management, Inc. for Lone Peak Advisers (registered 2022-07-19)Jul 18, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address