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
Bradley A. Bruna
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Brad Bruna
At current firm
0 y
since Jul 16, 2026
In the industry
25 y
since Feb 23, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- 15 Wealth Advisors LLC independent RIA currentsince Jul 16, 2026 · Houston, Tx
- Tsfg, LLC independent RIAAug 20, 2024 to Jul 30, 2026 · Lake Forest, Il
- Valic Financial Advisors, Inc. BD affiliatedNov 29, 2006 to Oct 12, 2022 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Tsfg, LLC to 15 Wealth Advisors LLCleft Jul 30, 2026, registered Jul 16, 2026 (-14 days) · RIA to a newly registered adviser · moved with a team
- Valic Financial Advisors, Inc. to Tsfg, LLCleft Oct 12, 2022, registered Aug 20, 2024 (678 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Bradley A. Bruna left Tsfg, Llc for 15 Wealth Advisors Llc (registered 2026-07-16)Jul 30, 2026 · Advisor changed firm · fact
- Bradley A. Bruna left Valic Financial Advisors, Inc. for Tsfg, Llc (registered 2024-08-20)Oct 12, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address