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.
Feed of 09/14/2026
Also filed as Brad Pyle
At current firm
9 y
since Jun 23, 2017
In the industry
11 y
since Nov 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jun 23, 2017 · Plano, Tx
- Usaa Financial Planning Services formerFeb 17, 2016 to Jun 28, 2017 · Addison, Tx
- Usaa Investment Services Company no RAUMFeb 12, 2016 to Feb 17, 2016 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Usaa Financial Planning Services to Edward Jonesleft Jun 28, 2017, registered Jun 23, 2017 (-5 days) · Other
- Usaa Investment Services Company to Usaa Financial Planning Servicesleft Feb 17, 2016, registered Feb 17, 2016 (0 days) · channel change inside one enterprise, not a move
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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address