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

Bruce J Bryce

Thepartners Wealth Managementindependent RIACarmel By The Sea, Ca IA-onlyIAPD 4811639

Feed of 09/14/2026

Also filed as Bruce Bryce

At current firm

2 y

since Sep 18, 2024

In the industry

21 y

since Jan 15, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Thepartners Wealth Management independent RIA current
since Sep 18, 2024 · Thatcher, Az
Scf Investment Advisors, Inc. former
Sep 6, 2019 to Oct 21, 2024 · Safford, Az
Global View Capital Management LLC independent RIA
Jan 10, 2014 to Oct 1, 2019 · Safford, Az
The Strategic Financial Alliance BD affiliated
Jun 11, 2013 to Dec 31, 2013 · Safford, Az
Transamerica Financial Advisors, LLC BD affiliated
Jan 6, 2012 to May 30, 2013 · Safford, Az
Investment Advisors International, Inc. unclassified
Nov 16, 2009 to Jan 6, 2012 · Safford, Az

Moves

a registration end followed by a registration begin elsewhere

Scf Investment Advisors, Inc. to Thepartners Wealth Management
left Oct 21, 2024, registered Sep 18, 2024 (-33 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Global View Capital Management LLC to Scf Investment Advisors, Inc.
left Oct 1, 2019, registered Sep 6, 2019 (-25 days) · RIA to affiliated broker-dealer or bank · moved with a team
The Strategic Financial Alliance to Global View Capital Management LLC
left Dec 31, 2013, registered Jan 10, 2014 (10 days) · corporate re-registration, not a move
Transamerica Financial Advisors, LLC to The Strategic Financial Alliance
left May 30, 2013, registered Jun 11, 2013 (12 days) · Other
Investment Advisors International, Inc. to Transamerica Financial Advisors, LLC
left Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move

Signals

Bruce J Bryce left Scf Investment Advisors, Inc. for Thepartners Wealth Management (registered 2024-09-18)
Oct 21, 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: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address