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
Brian Russell Vowinkel
Feed of 09/14/2026
At current firm
2 y
since Jun 25, 2024
In the industry
24 y
since Feb 27, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Berntson Porter Wealth Management, LLC state registered currentsince Jun 25, 2024 · Bellevue, Wa
- Bordeaux Wealth Advisors formerSep 29, 2021 to Apr 9, 2024 · Menlo Park, Ca
- Coldstream Wealth Management independent RIAMar 7, 2019 to Sep 10, 2021 · Seattle, Wa
- U.S. Bancorp Investments, Inc. formerJul 27, 2012 to Jun 11, 2014 · Seattle, Wa
- Ranger Select LLC unclassifiedMay 23, 2011 to Jun 1, 2012 · Seattle, Wa
- Convergent Wealth Advisors, LLC formerMay 3, 2007 to Oct 15, 2010 · Kirkland, Wa
- Lydian Wealth Management Company, LLC unclassifiedFeb 27, 2002 to May 3, 2007 · Kirkland, Wa
Moves
a registration end followed by a registration begin elsewhere
- Bordeaux Wealth Advisors to Berntson Porter Wealth Management, LLCleft Apr 9, 2024, registered Jun 25, 2024 (77 days) · RIA to a state-registered adviser
- Coldstream Wealth Management to Bordeaux Wealth Advisorsleft Sep 10, 2021, registered Sep 29, 2021 (19 days) · RIA to RIA
- U.S. Bancorp Investments, Inc. to Coldstream Wealth Managementleft Jun 11, 2014, registered Mar 7, 2019 (1730 days) · Other
- Ranger Select LLC to U.S. Bancorp Investments, Inc.left Jun 1, 2012, registered Jul 27, 2012 (56 days) · Other
- Convergent Wealth Advisors, LLC to Ranger Select LLCleft Oct 15, 2010, registered May 23, 2011 (220 days) · Other
- Lydian Wealth Management Company, LLC to Convergent Wealth Advisors, LLCleft May 3, 2007, registered May 3, 2007 (0 days) · Other
Signals
- Brian Russell Vowinkel left Bordeaux Wealth Advisors for Berntson Porter Wealth Management, Llc (registered 2024-06-25)Apr 9, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address