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
Lee Ryan Brinson
Feed of 09/14/2026
At current firm
1 y
since Oct 7, 2024
In the industry
22 y
since Nov 14, 2003 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Oct 7, 2024 · Athens, Ga
- Fintrust Capital Advisors, LLC formerJun 6, 2011 to Oct 3, 2024 · Greenville, Sc
- Park Avenue Securities LLC BD affiliatedMar 14, 2006 to May 27, 2011 · Bogart, Ga
- J.T. Stratford Advisors, LLC unclassifiedAug 18, 2005 to Jan 27, 2006 · Gainesville, Ga
- Triad Advisors, LLC formerFeb 8, 2005 to Oct 7, 2005 · Gainesville, Ga
Moves
a registration end followed by a registration begin elsewhere
- Fintrust Capital Advisors, LLC to Wealth Enhancement Advisory Services, LLCleft Oct 3, 2024, registered Oct 7, 2024 (4 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Park Avenue Securities LLC to Fintrust Capital Advisors, LLCleft May 27, 2011, registered Jun 6, 2011 (10 days) · Other
- J.T. Stratford Advisors, LLC to Park Avenue Securities LLCleft Jan 27, 2006, registered Mar 14, 2006 (46 days) · Other
- Triad Advisors, LLC to J.T. Stratford Advisors, LLCleft Oct 7, 2005, registered Aug 18, 2005 (-50 days) · Other
Signals
- Lee Ryan Brinson left Fintrust Capital Advisors, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-10-07)Oct 3, 2024 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address