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
Aaron Del Brown
Feed of 09/14/2026
At current firm
5 y
since Oct 26, 2020
In the industry
21 y
since Jan 25, 2005 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Wealth, LLC independent RIA currentsince Oct 26, 2020 · Santa Barbara, Ca
- Partnervest Advisory Services LLC formerOct 15, 2018 to Nov 5, 2020 · Santa Barbara, Ca
- Wells Fargo Advisors wirehouseSep 30, 2016 to Oct 25, 2018 · San Luis Obispo, Ca
- Edward Jones national BDOct 17, 2007 to Oct 3, 2016 · Goleta, Ca
Moves
a registration end followed by a registration begin elsewhere
- Partnervest Advisory Services LLC to Creativeone Wealth, LLCleft Nov 5, 2020, registered Oct 26, 2020 (-10 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Partnervest Advisory Services LLCleft Oct 25, 2018, registered Oct 15, 2018 (-10 days) · Wirehouse to independent RIA · moved with a team
- Edward Jones to Wells Fargo Advisorsleft Oct 3, 2016, registered Sep 30, 2016 (-3 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Signals
No dated event on this person.
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