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 Matthew Padrick
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Dec 16, 2024
In the industry
23 y
since May 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Dec 16, 2024 · Thousand Oaks, Ca
- The Wealth Consulting Group independent RIAJul 14, 2023 to Jan 9, 2025 · Newbury Park, Ca
- Cornerstone Wealth Management, LLC independent RIAAug 20, 2012 to Jul 18, 2023 · Newbury Park, Ca
- LPL Financial LLC BD affiliatedApr 12, 2012 to Mar 12, 2025 · Hana, Hi
- Edward Jones national BDJan 18, 2007 to Apr 12, 2012 · Newbury Park, Ca
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Cornerstone Wealth Management, LLCleft Mar 12, 2025, registered Aug 20, 2012 (-4587 days) · Other
- The Wealth Consulting Group to Wealth Enhancement Advisory Services, LLCleft Jan 9, 2025, registered Dec 16, 2024 (-24 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cornerstone Wealth Management, LLC to The Wealth Consulting Groupleft Jul 18, 2023, registered Jul 14, 2023 (-4 days) · RIA to RIA
- Edward Jones to LPL Financial LLCleft Apr 12, 2012, registered Apr 12, 2012 (0 days) · Other
Signals
- Brian Matthew Padrick left Lpl Financial Llc for Cornerstone Wealth Management, Llc (registered 2012-08-20)Mar 12, 2025 · Advisor changed firm · fact
- Brian Matthew Padrick left The Wealth Consulting Group for Wealth Enhancement Advisory Services, Llc (registered 2024-12-16)Jan 9, 2025 · Advisor changed firm · fact
- Brian Matthew Padrick left Cornerstone Wealth Management, Llc for The Wealth Consulting Group (registered 2023-07-14)Jul 18, 2023 · 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