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

B•••••• J•••• L•••••

C••••• I••••••••• A••••••• L••BD affiliatedRoseville, Ca dual registrantIAPD 4319477

Feed of 09/14/2026

Also filed as Bradley J Laczny

At current firm

0 y

since Aug 19, 2026

In the industry

25 y

since Apr 24, 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

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Aug 19, 2026 · Roseville, Ca
L•• F•••••••• L•• BD affiliated
Jul 10, 2025 to Sep 11, 2026 · Folsom, Ca
N••• F•••••••• G••••• I••• former
Feb 27, 2023 to Jul 10, 2025 · Roseville, Ca
J••• M••••• S••••••••• L•• wirehouse
May 15, 2013 to Dec 20, 2022 · Sacramento, Ca
L•• F•••••••• L•• BD affiliated
Apr 11, 2011 to Feb 8, 2013 · Sacramento, Ca
P•••••• A•••• A•••••••• I••• unclassified
Feb 18, 2010 to Aug 21, 2010 · Palo Alto, Ca
C•••••• S••••• • C••• I••• national BD
Jul 21, 2005 to Dec 18, 2008 · Sacramento, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 1, 2001 to Aug 26, 2002 · Capitola, Ca

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Sep 11, 2026, registered Aug 19, 2026 (-23 days) · corporate re-registration, not a move · moved with a team
N••• F•••••••• G••••• I••• to L•• F•••••••• L••
left Jul 10, 2025, registered Jul 10, 2025 (0 days) · corporate re-registration, not a move
J••• M••••• S••••••••• L•• to N••• F•••••••• G••••• I•••
left Dec 20, 2022, registered Feb 27, 2023 (69 days) · Wirehouse to affiliated broker-dealer or bank
L•• F•••••••• L•• to J••• M••••• S••••••••• L••
left Feb 8, 2013, registered May 15, 2013 (96 days) · Other
P•••••• A•••• A•••••••• I••• to L•• F•••••••• L••
left Aug 21, 2010, registered Apr 11, 2011 (233 days) · Other
C•••••• S••••• • C••• I••• to P•••••• A•••• A•••••••• I•••
left Dec 18, 2008, registered Feb 18, 2010 (427 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••• S••••• • C••• I•••
left Aug 26, 2002, registered Jul 21, 2005 (1060 days) · Wirehouse to affiliated broker-dealer or bank

Signals

B•••••• J•••• L••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2026-08-19)
Sep 11, 2026 · Advisor changed firm · fact
B•••••• J•••• L••••• left J••• M••••• S••••••••• L•• for N••• F•••••••• G••••• I••• (registered 2023-02-27)
Dec 20, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address