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
Deanna Ann Brown
Certified Financial Planner
Feed of 09/15/2026
Also filed as Deanna A Calabrisotto
At current firm
5 y
since Aug 31, 2021
In the industry
25 y
since Jan 29, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Contemporary Financial Planning state registered currentsince Aug 31, 2021 · Jacksonville, Fl
- Bison Wealth, LLC formerOct 21, 2019 to Aug 31, 2021 · Atlanta, Ga
- Ullmann Wealth Partners formerOct 25, 2002 to Oct 9, 2019 · Ponte Verda Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Bison Wealth, LLC to Contemporary Financial Planningleft Aug 31, 2021, registered Aug 31, 2021 (0 days) · RIA to a state-registered adviser
- Ullmann Wealth Partners to Bison Wealth, LLCleft Oct 9, 2019, registered Oct 21, 2019 (12 days) · RIA to RIA
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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address