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
Brandon C Campbell
Feed of 09/14/2026
Also filed as Brandon C Campbell
At current firm
2 y
since Jul 9, 2024
In the industry
19 y
since Jun 1, 2007 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- T. Rowe Price Advisory Services, Inc. BD affiliated currentsince Jul 9, 2024 · Brentwood, Tn
- Concourse Financial Group Advisors formerNov 23, 2022 to May 2, 2023 · Birmingham, Al
- Principal Securities, Inc. BD affiliatedJul 16, 2021 to Feb 3, 2022 · Brentwood, Tn
Moves
a registration end followed by a registration begin elsewhere
- Concourse Financial Group Advisors to T. Rowe Price Advisory Services, Inc.left May 2, 2023, registered Jul 9, 2024 (434 days) · Affiliated broker-dealer or bank to another
- Principal Securities, Inc. to Concourse Financial Group Advisorsleft Feb 3, 2022, registered Nov 23, 2022 (293 days) · Affiliated broker-dealer or bank to another
Signals
- Brandon C Campbell left Concourse Financial Group Advisors for T. Rowe Price Advisory Services, Inc. (registered 2024-07-09)May 2, 2023 · Advisor changed firm · fact
- Brandon C Campbell left Principal Securities, Inc. for Concourse Financial Group Advisors (registered 2022-11-23)Feb 3, 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address