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

Paul Daniel Brick

Robert W. Baird & Co. Incorporatedmixed wealthAshburn, Va IA-onlyIAPD 4207886

Certified Financial Planner

Feed of 09/14/2026

Also filed as Paul Daniel Brick

At current firm

0 y

since Jan 15, 2026

In the industry

26 y

since Jul 26, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Robert W. Baird & Co. Incorporated mixed wealth current
since Jan 15, 2026 · Ashburn, Va
Edelman Financial Engines independent RIA
Nov 1, 2018 to Jan 27, 2026 · Ashburn, Va
Edelman Financial Services, LLC former
Mar 20, 2013 to Nov 1, 2018 · Fairfax, Va
Geneos Wealth Management, Inc. BD affiliated
Jul 1, 2008 to Dec 31, 2008 · York, Pa
Stambaugh Ness Financial Strategies unclassified
Jan 20, 2006 to Sep 24, 2008 · York, Pa
1st Global Advisors Inc former
Aug 31, 2005 to Jul 1, 2008 · York, Pa
Wells Fargo Advisors wirehouse
May 5, 2005 to Aug 8, 2005 · North Hanover, Pa

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Robert W. Baird & Co. Incorporated
left Jan 27, 2026, registered Jan 15, 2026 (-12 days) · RIA to RIA · moved with a team
Edelman Financial Services, LLC to Edelman Financial Engines
left Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
Geneos Wealth Management, Inc. to Edelman Financial Services, LLC
left Dec 31, 2008, registered Mar 20, 2013 (1540 days) · Other
Stambaugh Ness Financial Strategies to Geneos Wealth Management, Inc.
left Sep 24, 2008, registered Jul 1, 2008 (-85 days) · Other
1st Global Advisors Inc to Stambaugh Ness Financial Strategies
left Jul 1, 2008, registered Jan 20, 2006 (-893 days) · Other
Wells Fargo Advisors to 1st Global Advisors Inc
left Aug 8, 2005, registered Aug 31, 2005 (23 days) · Other

Signals

Paul Daniel Brick left Edelman Financial Engines for Robert W. Baird & Co. Incorporated (registered 2026-01-15)
Jan 27, 2026 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address