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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• A• Y••••

T••••••• P•••••• W••••• M•••••••••mixed wealthDallas, TxIA-onlyIAPD 5065167

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as B•••• A• Y••••

At current firm

4 y

since Sep 21, 2021

In the industry

20 y

since Jan 27, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Portfolio Strategyreportedtollesonwealth.comfirm site, Sep 15, 2026
Designations: CFA, CAIA, CFPreportedtollesonwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: tollesonwealth.com/team/brent-youngreportedtollesonwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

T••••••• P•••••• W••••• M••••••••• mixed wealth current
since Sep 21, 2021 · Dallas, Tx
F•••• I••••••••• S••••••• BD affiliated
Jul 31, 2019 to Sep 9, 2021 · Fort Worth, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Jan 3, 2018 to Jul 25, 2019 · Southlake, Tx
T• A••••••••• I••• former
Jan 3, 2018 to Jan 23, 2018 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

F•••• I••••••••• S••••••• to T••••••• P•••••• W••••• M•••••••••
left Sep 9, 2021, registered Sep 21, 2021 (12 days) · Affiliated broker-dealer or bank to independent RIA
T• A••••••••• I••••••••• M••••••••• L•• to F•••• I••••••••• S•••••••
left Jul 25, 2019, registered Jul 31, 2019 (6 days) · RIA to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jan 23, 2018, registered Jan 3, 2018 (-20 days) · channel change inside one enterprise, not a move · 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: Wealth manager with institutional or fund businessderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address