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
Jeremy David Bryant
Feed of 09/14/2026
At current firm
1 y
since Apr 9, 2025
In the industry
22 y
since Sep 30, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Brookwood Investment Group independent RIA currentsince Apr 9, 2025 · Phoenix, Az
- Redwood Private Wealth formerJun 16, 2022 to Mar 31, 2025 · China Grove, Nc
- Prosperity Capital Advisors independent RIAAug 29, 2018 to Jun 16, 2022 · Charlotte, Nc
- Regal Investment Advisors LLC BD affiliatedJan 2, 2015 to Aug 31, 2018 · Charlotte, Nc
- Bright Owl Investment Advisors formerAug 6, 2014 to Dec 31, 2014 · Charlotte, Nc
- Redhawk Wealth Advisors, Inc. independent RIADec 19, 2011 to Jul 18, 2014 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Redwood Private Wealth to Brookwood Investment Groupleft Mar 31, 2025, registered Apr 9, 2025 (9 days) · corporate re-registration, not a move
- Prosperity Capital Advisors to Redwood Private Wealthleft Jun 16, 2022, registered Jun 16, 2022 (0 days) · RIA to RIA
- Regal Investment Advisors LLC to Prosperity Capital Advisorsleft Aug 31, 2018, registered Aug 29, 2018 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- Bright Owl Investment Advisors to Regal Investment Advisors LLCleft Dec 31, 2014, registered Jan 2, 2015 (2 days) · Other
- Redhawk Wealth Advisors, Inc. to Bright Owl Investment Advisorsleft Jul 18, 2014, registered Aug 6, 2014 (19 days) · Other
Signals
- Jeremy David Bryant left Prosperity Capital Advisors for Redwood Private Wealth (registered 2022-06-16)Jun 16, 2022 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address