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
Bryan Joseph Costin
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Aug 29, 2022
In the industry
24 y
since Nov 1, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Journey Wealth Management independent RIA currentsince Aug 29, 2022 · Cleveland, Oh
- Beacon Financial Advisory LLC independent RIAAug 7, 2015 to Dec 20, 2022 · Cleveland, Oh
- Capital Analysts BD affiliatedJun 5, 2012 to Aug 9, 2022 · North Ridgeville, Oh
- Lincoln Investment independent RIAJun 1, 2012 to Aug 10, 2015 · North Ridgeville, Oh
- Cincinnati Analysts, Inc formerApr 26, 2010 to Jun 1, 2012 · North Ridgeville, Oh
- Sanders Morris LLC independent RIAMar 27, 2007 to May 21, 2010 · N. Rigdeville, Oh
- Osaic Fa, Inc. formerJan 28, 2004 to Mar 27, 2007 · Orange Village, Oh
Moves
a registration end followed by a registration begin elsewhere
- Beacon Financial Advisory LLC to Journey Wealth Managementleft Dec 20, 2022, registered Aug 29, 2022 (-113 days) · RIA to RIA · moved with a team
- Capital Analysts to Beacon Financial Advisory LLCleft Aug 9, 2022, registered Aug 7, 2015 (-2559 days) · Other · moved with a team
- Lincoln Investment to Capital Analystsleft Aug 10, 2015, registered Jun 5, 2012 (-1161 days) · Other
- Cincinnati Analysts, Inc to Lincoln Investmentleft Jun 1, 2012, registered Jun 1, 2012 (0 days) · corporate re-registration, not a move
- Sanders Morris LLC to Cincinnati Analysts, Incleft May 21, 2010, registered Apr 26, 2010 (-25 days) · Other
- Osaic Fa, Inc. to Sanders Morris LLCleft Mar 27, 2007, registered Mar 27, 2007 (0 days) · Other
Signals
- Bryan Joseph Costin left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2022-08-29)Dec 20, 2022 · Advisor changed firm · fact
- Bryan Joseph Costin left Capital Analysts for Beacon Financial Advisory Llc (registered 2015-08-07)Aug 9, 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address