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•••• W•••••••••

P••• A••••• S••••••••• L••BD affiliatedSan Diego, Ca dual registrantIAPD 4474207

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Bryan P Wilczewski

At current firm

1 y

since Jun 3, 2025

In the industry

23 y

since Nov 15, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P••• A••••• S••••••••• L•• BD affiliated current
since Jun 3, 2025 · San Diego, Ca
X••• S••••••• independent RIA
Apr 1, 2024 to May 15, 2025 · Bozeman, Mt
H••••••••• G•••• E••••• • R••••••••• S••••••••• former
Jan 29, 2020 to Aug 23, 2023 · Lancaster, Ca
E••••• J•••• national BD
Mar 22, 2017 to Jan 28, 2020 · Austin, Tx
D••••••••• F••• A••••••• L• asset manager
Apr 19, 2016 to May 10, 2016 · Charlotte, Nc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 24, 2011 to Jan 31, 2013 · Jersey City, Nj
M•••••• A•••••• A••••••• L•• independent RIA
Jul 10, 2007 to Feb 28, 2011 · Jersey City, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 8, 2007 to Jul 10, 2007 · Jersey City, Nj
L•••• A••••• • C•• L•• asset manager
Nov 15, 2002 to Apr 2, 2007 · Jersey City, Nj

Moves

a registration end followed by a registration begin elsewhere

X••• S••••••• to P••• A••••• S••••••••• L••
left May 15, 2025, registered Jun 3, 2025 (19 days) · RIA to affiliated broker-dealer or bank
H••••••••• G•••• E••••• • R••••••••• S••••••••• to X••• S•••••••
left Aug 23, 2023, registered Apr 1, 2024 (222 days) · Other
E••••• J•••• to H••••••••• G•••• E••••• • R••••••••• S•••••••••
left Jan 28, 2020, registered Jan 29, 2020 (1 days) · Affiliated broker-dealer or bank to independent RIA
D••••••••• F••• A••••••• L• to E••••• J••••
left May 10, 2016, registered Mar 22, 2017 (316 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to D••••••••• F••• A••••••• L•
left Jan 31, 2013, registered Apr 19, 2016 (1174 days) · Other
M•••••• A•••••• A••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 28, 2011, registered Oct 24, 2011 (238 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•••••• A•••••• A••••••• L••
left Jul 10, 2007, registered Jul 10, 2007 (0 days) · Other
L•••• A••••• • C•• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 2, 2007, registered May 8, 2007 (36 days) · Other

Signals

B•••• W••••••••• left X••• S••••••• for P••• A••••• S••••••••• L•• (registered 2025-06-03)
May 15, 2025 · Advisor changed firm · fact
B•••• W••••••••• left H••••••••• G•••• E••••• • R••••••••• S••••••••• for X••• S••••••• (registered 2024-04-01)
Aug 23, 2023 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address