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
Brandt Laurence Kuhn
Certified Financial Planner
Feed of 09/15/2026
Also filed as Brandt Lawrence Kuhn
At current firm
9 y
since Jul 12, 2017
In the industry
18 y
since Aug 18, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Pointe Advisors, LLC independent RIA currentsince Jul 12, 2017 · Palm Desert, Ca
- Beacon Pointe Wealth Advisors, LLC formerJul 12, 2017 to Apr 27, 2020 · Palm Desert, Ca
- Integrated Wealth Management, Inc. formerJan 22, 2010 to Jul 12, 2017 · Palm Springs, Ca
- Integrated Wealth Management, Inc. formerOct 16, 2009 to Dec 31, 2009 · Palm Springs, Ca
- LPL Financial LLC BD affiliatedAug 19, 2008 to Sep 16, 2009 · San Luis Obispo, Ca
Moves
a registration end followed by a registration begin elsewhere
- Beacon Pointe Wealth Advisors, LLC to Beacon Pointe Advisors, LLCleft Apr 27, 2020, registered Jul 12, 2017 (-1020 days) · corporate re-registration, not a move
- Integrated Wealth Management, Inc. to Beacon Pointe Wealth Advisors, LLCleft Jul 12, 2017, registered Jul 12, 2017 (0 days) · Other · moved with a team
- LPL Financial LLC to Integrated Wealth Management, Inc.left Sep 16, 2009, registered Oct 16, 2009 (30 days) · Other
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address