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
Brian Andrew Pierson
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Dec 24, 2024
In the industry
23 y
since Dec 9, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Aerie Advisory Group LLC independent RIA currentsince Dec 24, 2024 · Gig Harbor, Wa
- Presidio Capital Advisors LLC formerDec 5, 2014 to Oct 3, 2016 · Bethesda, Md
- Convergent Wealth Advisors, LLC formerMay 4, 2007 to Dec 8, 2014 · Potomac, Md
- Lydian Wealth Management Company, LLC unclassifiedDec 10, 2002 to May 4, 2007 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Presidio Capital Advisors LLC to Aerie Advisory Group LLCleft Oct 3, 2016, registered Dec 24, 2024 (3004 days) · Other · moved with a team
- Convergent Wealth Advisors, LLC to Presidio Capital Advisors LLCleft Dec 8, 2014, registered Dec 5, 2014 (-3 days) · Other
- Lydian Wealth Management Company, LLC to Convergent Wealth Advisors, LLCleft May 4, 2007, registered May 4, 2007 (0 days) · Other
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address