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
Stefan Lars Brannare
Feed of 09/15/2026
At current firm
1 y
since Jun 12, 2025
In the industry
23 y
since Dec 4, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
6
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
- Wesbanco Securities, Inc. BD affiliated currentsince Jun 12, 2025 · Wheeling, Wv
- Cetera Investment Advisers LLC BD affiliatedJun 29, 2023 to Jun 3, 2025 · Wheeling, Wv
- Cetera Advisor Networks LLC formerMay 20, 2021 to Jun 29, 2023 · Wheeling, Wv
- Summit Financial Group Inc formerNov 18, 2008 to May 20, 2021 · Wheeling, Wv
- Citigroup Global Markets Inc. BD affiliatedJun 7, 2007 to Dec 4, 2008 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Wesbanco Securities, Inc.left Jun 3, 2025, registered Jun 12, 2025 (9 days) · Affiliated broker-dealer or bank to another
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- Summit Financial Group Inc to Cetera Advisor Networks LLCleft May 20, 2021, registered May 20, 2021 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Citigroup Global Markets Inc. to Summit Financial Group Incleft Dec 4, 2008, registered Nov 18, 2008 (-16 days) · Other
Signals
- Stefan Lars Brannare left Cetera Investment Advisers Llc for Wesbanco Securities, Inc. (registered 2025-06-12)Jun 3, 2025 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address