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•••• M•••••

E••••• J••••national BDTroy, Mo dual registrantIAPD 4525333

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brian Matthew Mcafee

At current firm

3 y

since Jan 31, 2023

In the industry

19 y

since Sep 17, 2007 (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

E••••• J•••• national BD current
since Jan 31, 2023 · St. Louis, Mo
S•••••• N••••••• • C••••••• I••••••••• national BD
Apr 6, 2021 to Dec 19, 2022 · St. Louis, Mo
T• A••••••••• I••••••••• M••••••••• L•• former
Mar 19, 2018 to Jan 11, 2021 · St. Louis, Mo
T• A••••••••• I••• former
Mar 19, 2018 to Dec 31, 2020 · St. Louis, Mo
S•••••••• I••••••••• M••••••••• former
Jun 5, 2017 to Mar 19, 2018 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

S•••••• N••••••• • C••••••• I••••••••• to E••••• J••••
left Dec 19, 2022, registered Jan 31, 2023 (43 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••••••••• M••••••••• L•• to S•••••• N••••••• • C••••••• I•••••••••
left Jan 11, 2021, registered Apr 6, 2021 (85 days) · RIA to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Dec 31, 2020, registered Mar 19, 2018 (-1018 days) · corporate re-registration, not a move
S•••••••• I••••••••• M••••••••• to T• A••••••••• I•••
left Mar 19, 2018, registered Mar 19, 2018 (0 days) · channel change inside one enterprise, not a move

Signals

B•••• M••••• left S•••••• N••••••• • C••••••• I••••••••• for E••••• J•••• (registered 2023-01-31)
Dec 19, 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: National broker-dealer RIAderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address