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
Bradley Scott Montgomery
Feed of 09/14/2026
Also filed as Brad Montgomery
At current firm
0 y
since Mar 10, 2026
In the industry
26 y
since Mar 1, 2000 (earliest exam, job or registration)
Prior registered firms
7
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Great Lakes Bay Financial state registered currentsince Mar 10, 2026 · Saginaw, Mi
- Great Lakes Bay Financial state registeredFeb 22, 2022 to Dec 31, 2025 · Saginaw, Mi
- Belpointe Asset Management LLC independent RIAJul 18, 2018 to Mar 16, 2022 · Saginaw, Mi
- Richmark Private Wealth Management state registeredJul 3, 2018 to Apr 7, 2022 · Frankenmuth, Mi
- Bfc Planning, Inc. BD affiliatedJan 27, 2014 to Jun 28, 2018 · Saqginaw, Mi
- L.M. Kohn & Company formerAug 14, 2012 to Jan 24, 2014 · Saginaw, Mi
- Leonard And Company formerFeb 24, 2010 to Jul 23, 2012 · Saginaw, Mi
- Cetera Advisors LLC formerMar 6, 2008 to Sep 2, 2008 · Livonia, Mi
Moves
a registration end followed by a registration begin elsewhere
- Richmark Private Wealth Management to Belpointe Asset Management LLCleft Apr 7, 2022, registered Jul 18, 2018 (-1359 days) · Other · moved with a team
- Belpointe Asset Management LLC to Great Lakes Bay Financialleft Mar 16, 2022, registered Feb 22, 2022 (-22 days) · RIA to a state-registered adviser · moved with a team
- Bfc Planning, Inc. to Richmark Private Wealth Managementleft Jun 28, 2018, registered Jul 3, 2018 (5 days) · Affiliated broker-dealer or bank to a state-registered adviser
- L.M. Kohn & Company to Bfc Planning, Inc.left Jan 24, 2014, registered Jan 27, 2014 (3 days) · Other
- Leonard And Company to L.M. Kohn & Companyleft Jul 23, 2012, registered Aug 14, 2012 (22 days) · Other
- Cetera Advisors LLC to Leonard And Companyleft Sep 2, 2008, registered Feb 24, 2010 (540 days) · Other
Signals
- Bradley Scott Montgomery left Richmark Private Wealth Management for Belpointe Asset Management Llc (registered 2018-07-18)Apr 7, 2022 · Advisor changed firm · fact
- Bradley Scott Montgomery left Belpointe Asset Management Llc for Great Lakes Bay Financial (registered 2022-02-22)Mar 16, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address