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
Brian Rano Lueker
Feed of 09/15/2026
At current firm
1 y
since Apr 23, 2025
In the industry
21 y
since Feb 14, 2005 (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
- Independent Financial Partners BD affiliated currentsince Apr 23, 2025 · Tampa, Fl
- Osaic Advisory Services, LLC BD affiliatedJun 8, 2018 to Apr 30, 2025 · Allentown, Pa
- Cetera Advisor Networks LLC formerSep 3, 2013 to May 2, 2014 · Allentown, Pa
- American Financial Management Group, Ltd. formerJan 8, 2013 to Dec 31, 2018 · Berwyn, Pa
- Walnut Street Securities, Inc. formerMar 2, 2012 to Sep 3, 2013 · Allentown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Osaic Advisory Services, LLC to Independent Financial Partnersleft Apr 30, 2025, registered Apr 23, 2025 (-7 days) · Affiliated broker-dealer or bank to another
- American Financial Management Group, Ltd. to Cetera Advisor Networks LLCleft Dec 31, 2018, registered Sep 3, 2013 (-1945 days) · Other · moved with a team
- Cetera Advisor Networks LLC to Osaic Advisory Services, LLCleft May 2, 2014, registered Jun 8, 2018 (1498 days) · Other
- Walnut Street Securities, Inc. to American Financial Management Group, Ltd.left Sep 3, 2013, registered Jan 8, 2013 (-238 days) · Other
Signals
- Brian Rano Lueker left Osaic Advisory Services, Llc for Independent Financial Partners (registered 2025-04-23)Apr 30, 2025 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address