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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

L•••• J• B••••

S••••••••• A•••••••• L••independent RIAMarieta, GaIA-onlyIAPD 4314871

Feed of 09/14/2026

At current firm

6 y

since Dec 13, 2019

In the industry

25 y

since Jan 19, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partner and Wealth Advisorreportedsouthbridgeadv.comfirm site, Sep 16, 2026
Designations: AIFreportedsouthbridgeadv.comas printed on the bio page, Sep 17, 2026
Business email: louis@southbridgeadv.comreportedsouthbridgeadv.comfirm site, Sep 16, 2026
Professional profile: southbridgeadv.com/team/louis-brown-aifreportedsouthbridgeadv.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S••••••••• A•••••••• L•• independent RIA current
since Dec 13, 2019 · Marieta, Ga
S••••••••• former
Sep 17, 2013 to Mar 26, 2020 · Marrietta, Ga
S••••••••• former
Nov 9, 2007 to Feb 6, 2013 · Smyrna, Ga
N•• A•••••• S•••••••• L•• former
Apr 21, 2005 to Aug 18, 2006 · Atlanta, Ga
O•••• F•• I••• former
Mar 25, 2003 to May 4, 2005 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

S••••••••• to S••••••••• A•••••••• L••
left Mar 26, 2020, registered Dec 13, 2019 (-104 days) · RIA to a newly registered adviser · moved with a team
N•• A•••••• S•••••••• L•• to S•••••••••
left Aug 18, 2006, registered Nov 9, 2007 (448 days) · Other
O•••• F•• I••• to N•• A•••••• S•••••••• L••
left May 4, 2005, registered Apr 21, 2005 (-13 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address