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
Bryan Sonderby
Feed of 09/14/2026
Also filed as Bryan Scott Sonderby
At current firm
0 y
since Jan 7, 2026
In the industry
14 y
since Aug 16, 2012 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Dark Horse Advisors LLC independent RIA currentsince Jan 7, 2026 · San Clemente, Ca
- Diversify Advisory Services, LLC BD affiliatedDec 8, 2023 to Apr 30, 2025 · Rancho Santa Fe, Ca
- Dfpg Investments, LLC formerOct 12, 2018 to Jan 2, 2024 · Sandy, Ut
- Sagepoint Financial, Inc. formerJun 16, 2016 to Nov 29, 2016 · Carlsbad, Ca
- Independent Capital Management unclassifiedDec 4, 2013 to Jul 8, 2014 · San Diego, Ca
- Regal Investment Advisors LLC BD affiliatedAug 17, 2012 to Dec 5, 2013 · San Clemente, Ca
Moves
a registration end followed by a registration begin elsewhere
- Diversify Advisory Services, LLC to Dark Horse Advisors LLCleft Apr 30, 2025, registered Jan 7, 2026 (252 days) · Affiliated broker-dealer or bank to independent RIA
- Dfpg Investments, LLC to Diversify Advisory Services, LLCleft Jan 2, 2024, registered Dec 8, 2023 (-25 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Sagepoint Financial, Inc. to Dfpg Investments, LLCleft Nov 29, 2016, registered Oct 12, 2018 (682 days) · Other
- Independent Capital Management to Sagepoint Financial, Inc.left Jul 8, 2014, registered Jun 16, 2016 (709 days) · Other
- Regal Investment Advisors LLC to Independent Capital Managementleft Dec 5, 2013, registered Dec 4, 2013 (-1 days) · Other
Signals
- Bryan Sonderby left Diversify Advisory Services, Llc for Dark Horse Advisors Llc (registered 2026-01-07)Apr 30, 2025 · Advisor changed firm · fact
- Bryan Sonderby left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-12-08)Jan 2, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address