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 Joseph Rellihan
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Feb 4, 2021
In the industry
21 y
since Oct 19, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wise Wealth Partners, LLC independent RIA currentsince Feb 4, 2021 · Phoenix, Az
- Advice And Planning Services BD affiliatedJul 31, 2013 to Nov 13, 2020 · Tucson, Az
- Public Safety Financial/Galloway independent RIAJul 21, 2008 to Jul 19, 2010 · Mesa, Az
- Cetera Advisors LLC formerOct 10, 2007 to Jun 27, 2008 · Phoenix, Az
- Edelman Financial Engines independent RIAOct 19, 2004 to Jun 5, 2007 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Wise Wealth Partners, LLCleft Nov 13, 2020, registered Feb 4, 2021 (83 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Public Safety Financial/Galloway to Advice And Planning Servicesleft Jul 19, 2010, registered Jul 31, 2013 (1108 days) · Other
- Cetera Advisors LLC to Public Safety Financial/Gallowayleft Jun 27, 2008, registered Jul 21, 2008 (24 days) · Other
- Edelman Financial Engines to Cetera Advisors LLCleft Jun 5, 2007, registered Oct 10, 2007 (127 days) · Other
Signals
No dated event on this person.
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address