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
Berton Robert Brown
Feed of 09/14/2026
At current firm
1 y
since Jan 21, 2025
In the industry
19 y
since Apr 16, 2007 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Wealth, LLC independent RIA currentsince Jan 21, 2025 · Juno Beach, Fl
- Gladstone Wealth Partners BD affiliatedOct 27, 2020 to Mar 25, 2024 · Palm Beach Gardens, Fl
- Primoris Wealth Advisors, LLC independent RIAOct 8, 2012 to Oct 30, 2020 · Palm Beach Gardens, Fl
- Merrimac Corporate Securities, Inc. unclassifiedFeb 21, 2008 to Dec 31, 2012 · Altamonte Springs, Fl
- Florida Investment Advisory Services unclassifiedJan 30, 2008 to Dec 31, 2012 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
- Gladstone Wealth Partners to Creativeone Wealth, LLCleft Mar 25, 2024, registered Jan 21, 2025 (302 days) · Affiliated broker-dealer or bank to independent RIA
- Primoris Wealth Advisors, LLC to Gladstone Wealth Partnersleft Oct 30, 2020, registered Oct 27, 2020 (-3 days) · RIA to RIA
- Florida Investment Advisory Services to Merrimac Corporate Securities, Inc.left Dec 31, 2012, registered Feb 21, 2008 (-1775 days) · Other
- Merrimac Corporate Securities, Inc. to Primoris Wealth Advisors, LLCleft Dec 31, 2012, registered Oct 8, 2012 (-84 days) · Other
Signals
- Berton Robert Brown left Gladstone Wealth Partners for Creativeone Wealth, Llc (registered 2025-01-21)Mar 25, 2024 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address